Estate Planning Services

In this era of insecurity and ever-changing tax and trust laws, it is still possible to prepare for the unexpected with a well-constructed estate plan. Our estate planning & probate strategies can help you develop a plan to ensure your wishes are carried out upon your passing. Our team is ready & qualified to handle your estate planning & administration needs, including:

  • Wills
  • Trusts
  • Supplemental Needs Trusts
  • Under 65 Disability Trusts d(4)(A)
  • Qualified Income Trust (a/k/a "Miller" Trust)
  • Charitable Trust Planning and Public/Private Foundations
  • Power of Attorney and Health Care Representative Appointments
  • Living Wills
  • Personal Medical Directives
  • Real Estate
  • Guardianships
  • Lifetime Gift Planning
  • Incapacity, Disability, and Elder Planning

While younger individuals and families generally have fewer assets than older ones, there are necessary precautions that every person should take in addition to the drafting of a will, such as having a Power of Attorney & Health Care Representative appointed to act on your behalf if you are ill or otherwise cannot do so yourself.