Estate Planning & Administration
Wills. Trust. Probate.
We help clients and their families preserve wealth and protect assets by drafting and preparing wills, trusts, living wills and powers of attorney for health care and property, and we utilize a variety of planning tools, including bypass trusts, charitable trusts, irrevocable life insurance trusts, grantor retained trusts, qualified personal residence trusts and family foundations.
When it comes time to administer the estate after a loved one’s passing, we offer an array of services, from pre-administration consulting through closing of the estate, and estate, fiduciary and gift tax return preparation.