Estate Planning and Administration

Estate Planning & Administration

Developing an estate plan is an essential step in preparing for your and your family’s future.  From determining how you transfer your assets to the next generation to outlining your desires with respect to your health and other important end-of-life considerations, our firm can assist you to develop an approach that accurately (and, if necessary, creatively) reflects your values and goals.

We regularly draft wills, trusts, powers of attorney, and advance medical directives, and we advise executors and trustees as they navigate administration of estates and trusts.

We do not believe in a one-size-fits-all approach to estate planning. With each new client, we hold an in-depth meeting to discuss your assets, your goals for transferring those assets, your particular family situation, and any concerns that you may have about transferring your assets. Our chief goal is ensuring that our clients feel comfortable and secure about their estate plans.