Estate Planning and Probate
It’s never too early to start planning.
Our professionals work with families to settle the affairs of deceased family members, handling the administration of probate and non-probate estates and trusts of all types. We work patiently with our clients through their trying time and provide professional services to make sure that all assets are accounted for, that bills and taxes are paid, and that distributions are made in accord with the wishes of the decedent.
We actively work with our clients to make sure that their estates are planned in such a way as to minimize probate and upon death, their assets reach their beneficiaries as smoothly, quickly and tax-free as possible. We carefully determine our clients’ objectives and tailor an estate plan that may include many of the tools available, including Revocable and Non-Revocable Trusts, Wills, Powers of Attorney, Transfer on Death arrangements, Living Wills, Health Care Powers of Attorney and many other documents.
Most importantly, we use an individualize holistic approach to estate planning that cannot be replicated by online estate planning platforms, resulting in a precise match with the client’s core values and legacy.