Estate Planning

The loss of a loved one can be a tragic, life-altering event, especially when there’s a mound of paperwork that follows. Our estate planning services ensure that the distribution of assets is a seamless, stress-free process for your designated beneficiaries. We not only manage all document preparation, we conduct a comprehensive review of financial and family circumstances while keeping your planning objectives at the forefront. Our experienced attorneys are highly knowledgeable in the area of wills and trusts and can help you maximize tax considerations as well as utilize existing state and federal laws to accomplish your planning goals.

Our estate planning services include:

  • Review of existing estate planning documents with recommendations for modifications if needed
  • Preparation and execution of Last Will and Testament
  • Recommend, draft and facilitate execution of variety of Trusts, including Revocable (Living) Trusts, Irrevocable Trusts, Long Term Care Planning and Asset Protection Trusts (Medicaid qualifying trusts), Supplemental or Special Needs Trusts, Irrevocable Life Insurance Trusts, Tax Planning Trusts
  • Power of Attorney
  • Living Will
  • Health Care Proxy

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