Estate Planning and Probate

    If you are looking to have an estate plan created to protect your loved ones in the future, you can trust our Estate Planning and Probate team to provide a plan and suggest strategies tailored to your personal needs. The firm maintains long-term relationships with clients, helping them meet changing goals over time. We assist individuals in planning for the distribution of his or her estate with the least impact from estate, gift and income taxes.

    Our probate attorneys assist the personal representative of the estate, or the trustee of any trust, in the orderly administration and transfer of the estate’s assets, with an effort to limit the adverse effects of income, inheritance, estate and gift taxes.

    Our Estate Planning and Probate team services include:

    • adoption
    • business succession planning
    • estate planning
    • family wealth transfer planning
    • gifts, wills and trusts
    • guardianships and conservatorships
    • like-kind exchanges
    • living will
    • power of attorney – financial and medical
    • probate and trust administration
    • retirement plans and employee benefits
    • tax – estate, gift and income

    Additional legal services offered by the firm