Estate/Trust

Our Estate and Trust practice area is based on the understanding that most people want to ensure what they have built during their lifetime will be efficiently transferred to those they designate without interference, unnecessary taxes, court costs, or litigation. When we help clients plan the transfer of their possessions, we provide a wealth of information and introduce creative options so together we are able to choose the best way to meet their personal, business, and family objectives.

Most importantly, before we take the first step we listen. We listen to what is said, and what isn’t said, in order to understand our client’s concerns. We also ask a lot of questions so that they are able to consider all of the factors that may not always be readily apparent. This can be especially true when identifying the intimate details involved in planning for the future.

Our attorneys offer a wide array of estate planning services in order to meet specific needs. These services include:

• Individual and business succession planning
• Preparing wills and trusts
• Powers of attorney for financial management and medical care
• Living wills
• Buy/sell agreements
• Charitable trusts
• Life insurance trusts and other planning devices

Our team often works closely with other relevant professionals, including accountants, financial planners, insurance agents, stockbrokers, bank trust officers and representatives of charitable organizations in order to provide
the best possible counsel and most creative solutions.

Most of all, we seek to promote peace of mind by providing personal care and service in assisting our clients with their estate and business succession planning.