Estate Planning & Probate
It is essential to understand that every family’s situation is unique. Estate planning gives families a sense of security that is important to us all. Our collaborative client approach ensures that we’re addressing each scenario in the most relevant, and efficient manner.
In addition, after the death of a loved one, we assist families with probate and trust administration as well as advising heirs and beneficiaries. We guide our clients through every aspect of the probate and trust administration process. During this process we work closely with accountants skilled in the preparation of state and federal estate tax returns, business appraisers skilled in evaluating closely held corporations, and clients’ other investment and business advisors. Our goal is always to complete the probate and trust administration process in a timely and efficient manner as we recognize what a challenging time this can be.
We walk our clients through all phases of the estate planning process, using a variety of tools to meet our clients’ needs, including:
Tax saving trusts
Irrevocable and revocable trusts
Powers of attorney
Distribution planning for retirement accounts
Prenuptial and postnuptial agreements
Business succession planning
Trust and estate litigation