Estate and end of life planning can be difficult and emotional. We work with clients in a dignified and respectful manner to accomplish your goals to put in place a plan that honors your wishes and protects your assets for your family or beneficiaries.

Proper estate planning can help you manage and maintain control of financial, property and legal matters thereby preserving your assets during your lifetime. It can also enable you to efficiently transfer assets to your family or beneficiaries at death or before. We also help clients plan for personal health care decisions and medical matters as well as planning for the care of minor children or other dependents.

Business succession planning may be one of the toughest management challenges you face in the life of your business. You have invested a great deal of time, money and emotion into building a successful business and you want to make sure you properly plan for the effective transfer of the business and assets to your family or another buyer. Proper care and planning must be given in order to have an effective and orderly transfer of power and assets while minimizing the tax impact of any transfers.

Areas of Representation Include:

  • Creating a Will
  • Health Care Directives
  • Protections for Minor Children
  • Business Succession Planning Including 
    • Buy-Sell Agreements
    • Transfer of Power
    • Transfer of Assets
    • Pre-Nuptial and Post-Nuptial Agreements
  • Creating Trusts 
    • Personal
    • Business
    • Education
    • Retirement
  • Charitable Giving
  • Powers of Attorney 
    • Health care
    • Durable
    • Financial
  • Probate and Estate Administration
  • Long Term Care Provisions
  • Incapacity Planning
  • Specific End of Life Requests and Arrangements

Our goal is to treat you with dignity and respect and give you peace of mind in planning your estate. We help our clients plan for end of life issues and preserve hard earned assets for family or beneficiaries.

Disclaimer: The information contained on this site is not, nor is it intended to offer legal advice and by visiting the site, no attorney-client relationship is established. You may contact our office for a consultation on your situation. However, simply contacting our office does not establish an attorney-client relationship. Only after representation has been agreed to by the firm will an attorney-client relationship have been established. Do not send any confidential information to the firm prior to an attorney-client relationship being established.


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