Estate Planning & Administration

We handle all aspects of estate planning, will and trust preparation, and trust and estate administration.

Personalized service is our specialty with our focus being on the individual family situation, including business succession planning. We know that careful creation and funding of trusts and accurate trust administration will minimize tax implications and keep problems from arising in the future. If disputes arise, we represent beneficiaries, trustees and executors and work to successfully resolve disputes quickly and efficiently. Our services include the following:

  • Estate planning
  • Trusts
  • Wills
  • Charitable planning
  • Gifting strategies
  • Business succession planning
  • Estate tax returns
  • Estate administration
  • Probate proceedings
  • Probate and trust disputes
  • Durable Powers of Attorneys
  • Advanced Health Care Directives
  • Conservatorships