Estate Planning

We work closely with you to identify and achieve your personal, family, and charitable goals, from protecting and transferring family wealth to preserving family businesses and other assets, all while minimizing administrative costs and taxes. We stay up-to-date on the law and design our clients' estate plans with care.  In addition, we work closely with your accountant, insurance agent, and other professional advisors.  Keeping your particular goals in mind, we often design and implement the following:

• Last wills & testaments

• Revocable living trusts

• Durable powers of attorney

• Advance health care directives​

• Irrevocable life insurance trusts

• Gift and charitable giving programs

• family limited liablity companies