estate planning solutions & administer estates and trusts

Delivering creative, client-centered, and technically-outstanding estate planning solutions & helping fiduciaries administer estates and trusts in an organized, timely, tax-efficient manner

ESTATE
PLANNING

We work with individuals and couples on a broad array of estate planning issues, from simple wills, living trusts, and powers of attorney to complicated and multi-faceted estate plans.

ESTATE AND TRUST
ADMINISTRATION

We assist executors, trustees, and guardians to administer estates and trusts in an organized, timely, tax-efficient manner, while seeking to minimize fiduciary stress and family conflict and helping to preserve positive personal and family legacies.

SUPPLEMENTAL NEEDS
PLANNING

We work with families who have a loved one with a disability to create an estate plan that provides funds to enrich the quality of that loved one’s life, while preserving their eligibility for public benefits through the use of carefully-crafted supplemental needs trusts.

How We Differ

How We Differ

In a world in which many professional service relationships are compromised by conflicts of interest, we are relentlessly committed to providing objective advice and pursuing one singular goal at all times – serving our clients’ best interests.

Our Process

Our Process

Approaching one’s own estate planning or the administration of a loved one’s estate can be daunting. We strive to make the process simple, organized, and comfortable for our clients. To that end, our process begins with information gathering and education.

Latest News

Long before we had any inkling that we would be estate planning attorneys, we each received a remarkable first-hand tutorial.