Estate Planning

An estate is about so much more than just money. It represents the hard work of family or team members, often over generations. It represents the care that people take to protect and provide for one another.

We’re here to help individuals, families, and companies with the often-difficult work of estate planning and elder care planning. Setting up affairs, protecting assets, succession and tax planning, establishing power of attorney, creating long-term wealth transfer strategies—all of this adds up to complex and significant work. We know what these decisions truly represent, and that fuels our conscientious, knowledgeable, and supportive approach.

Here are just some of the ways we can help:

Will Preparation
Wealth Preservation and Protection
Family and Business Succession Planning
Retirement Compensation Arrangements
Creation of Testamentary and Disability Trusts
Creation of Family and Inter Vivos Trusts

Creation of Alter Ego and Joint Partner Trusts
Probate Fee Planning
Preparation of Powers of Attorney
Preparation of Committee Applications
Preparation of Representation Agreements
Advice related to altering, transferring and maintaining Estate Planning Documents

Creating an estate plan, including a will, doesn’t need to be complicated, time-consuming, or stressful. Our caring estate planning team members will help you cover all of your bases with a simple, supportive process. In the end, you’ll know you did exactly what you needed to do to take care of your family and your legacy. It starts with a phone call, and ends with profound peace of mind.