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 difficult time and provide professional services to ensure an exact accounting of assets, timely payment of taxes and bills, and distributions in accordance with the decedent’s wishes.
We work with our clients to ensure that their estates are structured to minimize probate, and upon death, ensure that assets reach beneficiaries as quickly (and as tax-free) as possible. We carefully determine our clients’ objectives and tailor an estate plan that could include a myriad of available tools, including but not limited to Revocable and Non-Revocable Trusts, Wills, Powers of Attorney, Transfer on Death arrangements, Living Wills, and Health Care Powers of Attorney.
We strive to offer a holistic and personal approach to estate planning that aligns with our clients’ core values and legacy.