Estate Planning

Estate Planning encompasses a wide range of legal issues, familial and social matters, and healthcare planning concerns. Our office provides comprehensive estate planning services to clients with estates of $5 million or less. Our attorneys perform an in depth assessment of each client’s individual circumstances, needs, and testamentary wishes to establish a customized estate plan. In addition to legal counsel, our office recommends consultation with financial professionals to determine tax consequences and other financial ramifications of any estate plan.

Estate planning can be both complex and emotional. Our attorneys provide understanding personal service to ease our clients’ apprehensions. Estate planning, including wills, trusts, and powers of attorney, can lessen the burden on heirs and loved ones in the event of incapacitation or death. A summary of estate planning devices can be found below.

In addition to estate planning, our office assists elders and their spouses, children and grandchildren and beneficiaries of wills and trusts with the resolution of other delicate elder matters, including elder abuse claims and will contests. For more information on elder law, elder abuse or will contests, please visit the Elder Law page on this website.

To arrange a free consultation with one of our attorneys please contact us.

Our Estate Planning Practice Areas:

Wills

Trusts

Power of Attorney and Advanced Healthcare Directive

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