Services

We provide our clients with a wide variety of services. If you are the fiduciary or beneficiary of an estate or trust, need some up-to-date estate planning documents, or are considering a premarital agreement, we are your trusted partner. Contact us to learn more or set up a meeting to discuss options and/or next steps.

Thanks so much for making the development of my will such a painless — and actually enjoyable —process! It is nice to have that long term personal goal accomplished!
C.K.

Thanks for your help in the past and your name stands out in my address book of people of dependence.
H.H.
Congratulations on being one of the Top 40 Estate and Probate Lawyers. You’re No. 1 on my list.
M.T.
My thanks to you personally for your fine services on every level… personal and professional.
M.K.

Wills, Trusts and Estates

Whether it’s drafting estate planning documents (Wills, Trusts, Powers of Attorney, Health Care Directives) or other documents, reviewing documents already in place, or discussing the wisdom of tax impact of utilizing a particular document or document provision, we can help you.

The tax law has changed in recent years and documents currently in place may no longer suit your needs.

Perhaps your situation or thoughts have changed and as a result, changes in your estate planning documents are needed.

Fiduciary and Beneficiary Representation

Are you named as the Personal Representative or Trustee under a document and want to know what to do?

As a beneficiary of an estate or trust you may have concerns about whether the document is appropriate (i.e., was the person who signed the document competent, was he/she subject to undue influences, etc.?) or whether the trust or administration has been handled appropriately, we can help you.

The firm has very successfully represented many clients regarding will contests and estate and trust disputes, collaborating with a highly-experienced trusts and estates litigator, when necessary.

Premarital Agreements

Are you getting married and want to protect some of your assets? A Premarital Agreement is probably the best way to accomplish this. Contact us and we will be happy to discuss this with you.

Other Related Legal Services

Whether it’s business planning, a guardianship or conservatorship question, a charitable or gift question, or a challenging financial family matter, we are experienced and ready to help you. If for some reason we cannot help you, we will refer you to someone who can.