Estate Planning

Estate Planning

We provide individuals of all ages with estate planning services. We believe that effective estate planning meets the following goals: fulfilling the current needs of the client; preserving their assets for future generations; and minimizing taxes. 

In trying to achieve these goals we recognize that every family is different and, therefore, spend the time necessary to understand each client’s situation and then custom draft documents to fit. Once an appropriate estate plan has been established, we have the experience and knowledge to properly assist with the administration of the estate or trust including, if necessary, probate administration.