"An ounce of prevention is worth a pound of cure." - Benjamin Franklin

Estate Planning

We lead clients through proactive, step-by-step estate planning to minimize estate taxes, give peace of mind, facilitate assistance from designated friends and family, and reduce risk of discord and litigation among family. 

Estate planning provides not only distribution of assets after death, but also an orderly approach for aging-in-place and tools to enable adult children or other caregivers to care for elders, physically or financially.

We handle both moderate and high net worth clients. Everyone benefits from having their "affairs in order", regardless of net worth. Invest in the right plan now.

Probate/Trust Administration

Probate is the process by which the terms of someone's Will are followed, including the appointment of a personal representative (executor). This involves a court proceeding with multiple steps, each requiring specific documents and procedures. The process can be quick or time-consuming, depending on the assets and individuals involved.

​Trusts can be simple or complex, but are also governed by many specific rules.  Trustees have an important job that can lead to liability.

​We manage probates and advise trustees in an organized, efficient manner so your family can move on with life, not paperwork.

Business

We advise clients regarding business matters including purchase, initial formation, and ongoing operation.

Appropriate agreements and documentation upfront help prevent liability and minimize the risk of misunderstanding among business partners down the road.  Addressing the transfer of a business to future generations or business partners upon the death or disability of one partner is also important for the future success of the business.

Documents include certificate of formation, articles of incorporation, LLC operating agreements, shareholder agreements, and other contracts.