​We represent a wide range of client’s with different needs from all different wealth levels and lifestyles in preparing wills, trusts, and powers of attorney along with other estate plan documents.  We also provide assistance about asset ownership and protection arrangements.

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We provide services including conducting probate hearings, as well as, other administrative services for estates and trusts.  We provide counsel to both executors and trustees, prepare accountings, and prepare fiduciary and estate tax returns.  Additionally, we handle all aspects of post-mortem tax and estate distribution planning.

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With regard to closely held business we work with clients to provide arrangements for the passing of a business to the next generation, we help clients in providing care for family members who are not involved in the business, prepare for any impacts a marriage or dissolution of marriage will have on the business, and assist in all needs caused by estate taxes. 

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We regularly counsel clients on numerous techniques for transferring wealth to family members including but not limited to the use of family partnerships and limited liability companies, gift trusts, and residence trusts.​

We approach each and every engagement in the hopes of establishing a long-term relationship and strive to provide both innovative and practical methods of achieving the client’s immediate needs and the needs of future generations.