Wills & Estate Planning 

Life can change in an instant through the actions of an inattentive driver, a heart attack, or a slip and fall in the bath tub.  It is never too early too early to begin preparing for life’s uncertainties or eventualities.  From developing a plan for the management of your affairs in the event of incapacity to providing for your loved ones and/or causes you are passionate about following death, we can assist you with all aspects of estate planning including strategies for the distribution of your assets, tax avoidance, gifting, life insurance, special needs trusts, and business succession planning.  We utilize a variety of estate planning tools to achieve these goals, including:

It is also important to periodically review your estate plan following any significant change in family circumstance, such as a birth, death or divorce, to make sure your plan is still consistent with your wishes.   We can assist you with any necessary changes to your documents.

Probate Administration

Sometimes confused with estate planning, probate refers to the court-supervised process of transferring a person's property at death. It is intended to insure that a decedent’s creditors are paid, appropriate tax returns are filed, and that the remainder of the decedent’s property is distributed in a timely manner according to the terms of the decent’s Last Will & Testament or, for individuals passing without a Will, pursuant to statute. Please note however, that different rules may apply based on the size of the estate.  Our firm can assist you in  completing this this statutory process.

Rates & Fees

Most estate planning services are provided at a fixed fee. Please contact us to schedule an appointment. There is no charge for the consultation if we cannot assist you.