Instead of offering a “one-size-fits-all” document, our attorneys will meet with you to discuss your individual needs and desires, and can offer insight into the intricacies of the state and federal laws that may impact your specific situation. Working together, we can help you create a long lasting plan that can help to protect your assets, nominate guardians for minor or disabled children and provide sheltered funding for their care, minimize federal and state estate and gift tax liability, ensure an efficient and structured succession of a family owned business or farming operation, execute planned charitable bequests in a manner to maximize your tax deduction, and ensure that your wishes are honored and your legacy is protected.

If you have a family member or loved one who has passed, our attorneys are also able to assist with the administration process and help guide you through the associated legal complexities to ensure that the estate is administered legally, fairly, and in accordance with the decedent’s wishes. We have extensive experience assisting with the administration of probate estates, small estates, intestate estates, and the administration of trusts. Whether you are the executor or administrator of a decedent’s estate, the trustee of a decedent’s trust, or the beneficiary of a trust or estate, we can help to advise you of your rights and duties and can assist with the preparation of necessary fiduciary, accounting, and tax documents.

Let our expert attorneys help you to protect and preserve your legacy, meet your financial goals and ensure that those you care about most are protected in the event of your passing.