Estate Planning

From basic wills, living wills, health care proxies, and power of attorney documents, to complex estate planning tools such as family limited partnerships, charitable lead annuity trusts, and much more we are with you every step of the way and explain the techniques in simple terms that can help you and your family achieve incredible tax savings and transfers of wealth from generation to generation.

Our services include:

  • Advising on basic elements of wills and trusts.
  • Advanced planning strategies and techniques.
  • Consulting on important decisions concerning family assets and closely held businesses.

If you are ready to proceed, please fill out the following Estate Planning Questionnaire: