Estate Planning General Info
Our Estate Planning team provides you and your family with protection and security by helping you plan for the future with incapacity protection, probate avoidance, planning for minor children, distribution planning and estate tax planning. Our team approach allows us to provide you with the most basic protection and our experience enables us to assist you with the most complex arrangements, including charitable giving and sophisticated estate tax strategies.
We are committed to providing the very best estate planning services. To achieve that end, you can expect the following when working with us:
Assistance from attorneys, legal assistants and other support staff who specialize in estate planning and who continually receive training to provide the very best services.
A team of professionals who will assist you so that the absence of one particular individual will not prevent you from receiving advice on any urgent matter and that we will be available to handle your legal matters promptly and efficiently.
A continuing relationship with us so that we can help you and your family in the years to come in preserving your current plan, making changes to your existing plan, and addressing any other issues that may arise. We are truly dedicated to growing with you and helping you adjust and follow through with your plan over time.
Full Service Solutions
Guidance not only in the preparation and administration of estate plans generally, but support and guidance in more specific areas such as the funding of revocable and/or irrevocable trusts, the completion of beneficiary designation forms and any other paperwork necessary to complete your estate plan, the transfer and retitling of assets, coordination with financial planners, CPAs and other professionals and all other assistance necessary to provide the most comprehensive services available.
A Helping Hand
In the event a legal, tax or other matter arises for which we are unable to provide proper advice, we will ensure that you are provided with referrals to the most capable and trustworthy advisors who are committed to the same standard of excellence to which we dedicate ourselves.