Estate Planning & Probate

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Estate Planning

  • We offer a wide variety estate planning services including the following:
  • Preparation of Wills
  • Revocable Living Trusts
  • Financial and Medical Powers of Attorney, and Living Wills
  • Review and revision to existing estate plans
  • Review of gifting plans, charitable giving, and advanced charitable planning
  • Wealth transfer planning
  • Business succession planning

Probate Administration

We represent individuals, executors and trustees in administration and settlement of trusts and estates.  Our attorneys and staff work closely with these representatives to collect and assemble information for final pleadings and tax matters, including the final tax return and inheritance tax determination.