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Trusts & Estates

​The purpose of estate planning is to ensure transfer of assets to intended beneficiaries in a tax-efficient, orderly, and cost-effective manner, to protect those assets in the event of a creditor (including spouse) claim, and to plan for handling of assets and personal care in the event of disability. To this end, our services include the following:

  • Prepare Estate Planning Documents

    • Last Will and Testament

    • Trusts (Revocable, Irrevocable, Special Needs, Life Insurance)

    • Advance Directive and Appointment of Health Care Agent

    • Powers of Attorney​​​

  • Estate Tax Planning

    • Includes domicile (residency) planning.​


  • Probate and Estate Administration


  • Trust Administration

    • Includes representation of fiduciaries/trustees.​


  • Marital and/or Cohabitation Agreements

    • Prenuptial Agreements​

    • Postnuptial Agreements

    • Separation and Marital Property Settlement Agreements


  • Asset Protection Planning


  • Business Succession Planning


  • Guardianship


  • Equine/Agricultural/Farm Planning and Preservation


  • Elder Care Planning

  • Establishing and Maintaining Family/Corporate Foundations

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