Our experienced lawyers help individuals and families focus on the critical task of developing an estate plan that fits their current personal and financial situation. These plans also provide lifetime gifting strategies to pass family wealth to future generations in a transfer tax efficient manner. In addition to preparing wills, trusts and the other important estate planning documents, we work closely with our clients and their financial advisors to assist in the coordination of the clients’ assets with their estate plans.
As a boutique trust and estate law firm, we provide personalized counsel to clients and their families at various stages of their lives, whether it be drafting wills, durable powers of attorneys, health care proxies and trusts for a young family, counseling clients on estate and gift tax saving techniques, or guiding clients through the process of estate administration when a family member passes. We carefully tailor our estate planning and tax planning strategies to each family’s needs.