As generations pass, a family’s estate, wealth and succession planning needs are unique and ever changing. Through our combination of Estate and Wealth Planning, Tax, Probate and Trust services we are positioned to offer a continuum of tailored legal strategies to meet those changing needs.
It starts with an estate plan – typically a simple Will, Power of Attorney, Health Care Power of Attorney and Living Will. Then depending on a client’s goals and assets, additional wealth and succession planning may include Revocable Trusts, Irrevocable Trusts, Limited Liability Companies, Family Partnerships, Gift Planning and Charitable Trusts.
After a death, we guide the estate administration process to ensure that all of the planned goals are successfully accomplished. People often believe that estate administration is a lengthy and costly process, but through proper planning and our team approach we can help make the process as simple and efficient as possible.
