Our Practice Areas
Our firm focuses our services in areas related to estate planning.
“Do not try to do everything. Do one thing well.” – Steve Jobs
Estate Planning & Trusts
There are many tools in the estate planning toolbox. By focusing our practice on estate planning, we are thoroughly trained to identify issues you may not even realize you have. Listening to your concerns and goals, and counseling you on the many available options, we are able to devise a plan to best meet your needs. We believe it’s not about the documents, it’s about the results.
Empowered Legacy Maintenance Program
Estate planning is not a one-and-done transaction. Your plan must live and breathe with the changes that occur in your life – changes with your loved ones, your capacity, and your financial picture. In addition, changes in the law may have a detrimental effect on your plan if left unaddressed. Regular reviews and updates of your plan will provide you peace of mind to know that your plan will work when you most need it.
Probate & Trust Administration
When a loved one dies, it is an understandably stressful time. It can be overwhelming, and you may not know where to start. It is important that you get the right advice on important steps to take and things to avoid in the death administration process. We can help.
Our firm assists clients with business formation, business entity compliance, and succession planning. Your business is just one part of your legacy – we will help you pass it on in a coordinated and meaningful way.
Guardianship & Conservatorship
We consider the world of Guardianship and Conservatorship to be “living probate.” Living Probate is often more complex and costly than death probate, and may be necessary when there minor children surviving a deceased parent and in the case of disabled or incapacitated adults who are not able to look after themselves or manage their own affairs.