Estate Planning

The decision to create an estate plan is a tremendously personal one for each and every family. Let us assist you in finding the options that work best for you and your family. Each client is an individual, and there is no one size fits all approach. Every estate plan is individually tailored and chosen to fit the needs of you and your family. We utilize a team-based, solutions-oriented approach to make sure that our clients’ needs are looked after and that the client and their family is comfortable with the plans that have been put in place.

Our firm has extensive experience setting up Wills, Trusts, Durable Powers of Attorney, Living Wills, and Health Care Surrogates. Additionally, we can assist you with any estate and gift tax planning that is necessary for your particular circumstances.

Please let us put our solutions-oriented approach to work for you and your family.

Our Approach to Estate Planning

We use a team-based approach and seek to ascertain goals and best interests of the client.

Matters We Handle

  • -Trust Planning
  • -Wills
  • -Durable Powers of Attorney
  • -Health Care Proxy
  • -Living Wills