top of page
All Practice Areas

ESTATE PLANNING

A good estate plan protects your assets and personal decisions, provides for your loved ones, and gives you peace of mind. Failure to plan appropriately can cause lengthy delays and may increase the costs of distributing your estate.  Depending on your situation and needs, a revocable trust and other planning options can achieve your goals.  A comprehensive estate plan may include a revocable trust, will, power of attorney for financial management, and an advance health care directive.  We work closely with clients to identify and refine their objectives and prepare plans to best accomplish them.

Living Trust, Last Will, Durable Power of Attorney for Asset Management, Advance Health Care Directive, and HIPAA Authorization form.

Estate Planning

PROBATE and TRUST ADMINISTRATION​

 

The estate of a deceased person may be subject to probate or may be administered through a trust. We assist clients to settle the estate of a deceased person, whether or not a court proceeding is required. We also advise clients who are beneficiaries of estates and trusts and we advise and represent fiduciaries who are appointed to administer estates, trusts and conservatorships.

Probate Administration, Living Trust, estate, estate administration, trust assets, probate assets, and post-death administration.

Probate
Trust Administration
bottom of page