Estate planning involves more than just drafting a will. We work with you to create comprehensive plans that address your entire financial picture, including the distribution of assets, minimizing estate taxes, and ensuring that your healthcare and financial decisions are made according to your wishes.

• Wills and Trusts

• Durable Powers of Attorney

• Healthcare Directives

• Living Wills

Trust administration can be complex, and mistakes can be costly. We help clients navigate the responsibilities of managing and administering trusts, ensuring that trustees fulfill their fiduciary duties and that beneficiaries receive their rightful inheritance.

• Trust Administration 

• Professional Trustee Services

• Trust Disputes and Litigation

We help individuals and businesses implement strategies to protect assets from creditors, lawsuits, and other risks. By using a variety of legal tools such as irrevocable trusts and LLCs, we can create a strong defense against financial threats.

• Irrevocable Trusts

• Limited Liability Companies (LLCs)

• Protection from Lawsuits and Creditors

Effective tax planning is a critical component of wealth management. We provide strategies that minimize taxes during your lifetime and after your passing, helping to preserve your wealth and ensure that your legacy is maximized.

• Estate Tax Planning

• Gift Tax Strategies

• Charitable Giving

• Business Succession Planning

Planning for the future of your business is essential to its long-term success. We help business owners plan for a seamless transition of ownership, ensuring that both the business and your family are protected.

• Buy-Sell Agreements

• Family Business Succession Plans

• Leadership Transition