Estate Planning

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Estate Planning

We are a full-service estate planning firm. We prepare wills, trusts, and powers of attorney with attention to detail, but we keep the price fair by not over-complicating things. We can prepare complex plans, including irrevocable trusts, special needs trusts, estate tax and gifting strategies, and family business succession planning.


Each of our attorneys is skilled in estate planning disciplines, including drafting wills, trusts, and other estate planning instruments; charitable planning; the administration of probate estates and trusts; business succession planning; and the representation of clients in court.

 

We can help you form and administer specialized trusts like charitable trusts, special needs trusts, QTIP Trusts, and irrevocable life insurance trusts. In addition, we assist in planning for unique assets, such as closely held businesses, partnerships, real estate, art, and life insurance. We offer fixed rates for most new estate plans.


Our approach to estate planning is to establish and maintain relationships of trust with our clients. We prepare unique estate plans to meet not only their current family and business goals, but also their long-term plans for their loved ones’ welfare and security.

 Call our friendly staff at (707) 269-0167

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