Basic Estate Planning

Working with you to get the fundamentals in place.

  • Last Will and Testament

  • Revocable Living Trust.

  • Financial Power of Attorney.

  • Health Care Power of Attorney & Living Will

  • And more…

Advanced Estate Planning

For clients who have sophisticated problems beyond the essentials.

  • Retirement Plan Trusts.

  • Customized Beneficiary Designations for IRAs.

  • Asset Protection Planning.

  • Estate and gift tax planning.

  • And more…

Probate Estates

Representing Executors and Administrators in the Probate Court.

  • Gathering assets.

  • Dealing with creditors.

  • Preparing the Inventory.

  • Accounting for every penny.

  • Distributing assets to beneficiaries.

Trust Administration

Helping Trustees fulfill their duties to their beneficiaries.

  • Gathering assets.

  • Keeping beneficiaries informed.

  • Taxes.

  • Distributions and retitling of assets.

  • Accounting to the beneficiaries.

Personalized solutions

If you are looking for a law firm to give you some forms to fill in and sign, then you probably won’t be happy working with us.  Your attorney will talk with you about your goals, recommend several ideas, and quote a flat fee for creating and implementing the entire plan.