We employ a full range of estate planning techniques and documents to help you avoid Probate and reduce or eliminate estate and gift taxes.
Our big difference is personalized service and our willingness to go the extra mile. Our clients feel like part of our family. We are now working with the children, grandchildren and friends of clients we have served for years. Our goal is to serve you and generations to come.
Estate Planning means more than simply preparing a last Will and Testament. In its broad sense, the term “estate planning” entails more than providing for the disposition of your assets upon your death with a minimum amount of taxation or Probate. Comprehensive estate planning, of course, provides for that. However, such planning must also provide for the administration and protection of assets during your lifetime and for decision making in the event of incapacity or a disabling illness.