“Estate planning” means providing for an orderly administration of your assets upon your death or disability, and for granting legal authority to the people that you trust to carry out your affairs. We help you select and implement tools and strategies that protect your legacy by using wills, trusts, powers of attorney for property and healthcare, and advanced directives. In many cases, trusts can be established to help accomplish a specific goal or desire, such as avoiding probate, minimizing estate tax, reducing incoming tax, or preserving Medicaid eligibility. We help you understand the options that are available to you.

At the passing of a loved one, there are countless issues that need your attention. If you are named as the executor under a friend or relative’s will, or if you are shouldering the burden of administering the estate of someone who died without a will, ensuring that assets are handled properly can be a daunting task. We are here to help guide you through the probate process and ensure that estates and trusts are settled properly.