ESTATE PLANNING, SUCCESSION PLANNING AND ESTATE ADMINISTRATION
Proper estate planning can minimize taxes, give you control of your assets while living, and help maintain your estate value upon disability or death. We help our clients preserve the assets they have accumulated over a lifetime and achieve their personal and family objectives. We offer our clients experienced service in identifying and effectively addressing the consequences of death and disability through wills, trusts, and powers of attorney. In addition, there are issues of quality of life that can be handled through living wills, trusts, and other advance directives. We also provide a full range of wealth preservation services, periodic document maintenance, and estate administrative services – including guardianships, probate proceedings, and preparation of estate tax returns.
Business owners make wise use of our succession planning services to ensure that the business they have built will continue to thrive after their death.