Estate Planning

O ur comprehensive estate planning involves taking an inventory of your assets and how they are titled, and developing a plan to ensure that your ultimate wishes are carried out while minimizing taxes and complications typically associated with probate.

Too often, individuals do not plan the future, or worse, hire an attorney that is not experienced with estate planning. We create individual solutions to fit your specific needs, whether you have a traditional family with no special limitations or a blended family with a host of complications.

We use simple and complex wills, revocable and irrevocable trusts, powers of attorney, advance medical directives, living wills, real property agreements and family agreements to carry out every imaginable estate plan. Each client has individual needs and goals and each solution is crafted accordingly.

We often utilize trusts to achieve our clients’ estate planning goals, avoid the expensive and complex probate process and minimize or eliminate estate taxes. We create tailored solutions to address complex family situations. We also work to protect disabled beneficiaries and any government benefits to which they may be entitled, such as SSI and Medicaid.

Our paralegal Lauren Daniel focuses primarily on the preparation of estate planning documents and implementation of estate planning strategies to meet our clients’ individual estate needs.



Estate Planning Articles