Estate Planning is the development of a plan for managing your assets and affairs during your lifetime, in case of incapacity, and upon your death. Our attorneys will tailor an estate plan to meet your particular needs.  This may involve basic estate planning (e.g. - Wills, Trusts, etc.), advanced estate and tax planning (e.g. - Charitable Trusts, etc.), or planning for persons with a disability or special needs (e.g. - Special Needs Trusts).

Estate Planning Basics

We help our clients achieve their estate planning goals by utilizing a number of estate planning documents including Wills, Trusts, and Powers of Attorney. A proper estate plan deals with not only what happens to someone's estate at death, but also what happens to someone's affairs should they become incapacitated. 

Learn More

Common Estate Planning Myths

People often make decisions about their estate plan (or lack thereof) on "things" they have heard from other people, who typically have no knowledge of the law. Usually, these "things" people hear third-hand are inaccurate and can lead to unfortunate consequences.  Discover the truth behind  some common estate planning "myths."

Learn More

Life Transitions Planning

As our clients' circumstances change, our firm is available to assist them with modifying their plans to meet those changing circumstances. Our Life Transitions Planning program is designed to help our clients identify those things that they should be concerned with, plan for, and protect themselves against as they transition from one stage of life to the next.

Learn More

Special Needs Planning

For those families having persons with special needs, we can assist them in developing a plan that will ensure that the needs of their loved one will be taken care of even after they are gone, as well as preserving any governmental benefits that their loved one may be entitled to. 

Learn More

Tax Planning

Proper estate planning, to a significant extent, involves providing advice on how to minimize, if not entirely eliminate, the imposition of estate taxes, capital gains taxes, and income taxes.  Our team of legal and tax professionals can also assist with the preparation any necessary tax returns.

Learn More