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.
Our Estate Administration team provides you and your family with comfort and assistance after a loved one has died through probate services, trust administration, estate tax return preparation, asset retitling and all other estate administration services. Our team approach allows us to assist you every step along the way and to be as full service as you would like us to be.
When it comes time to carry out and administer estate planning arrangements, the weight falls on to the shoulders of the fiduciary – the trustee, executor or attorney-in-fact. Our Fiduciary Services team assists and guides fiduciaries as they perform their duties and fulfill their obligations. In appropriate circumstances, our firm can also serve as trustee, executor and/or attorney-in-fact for you and your family.
Business Succession Planning
Very often, a small business owner's largest asset is the business itself. Unfortunately, many owners fail to put plans in place which will protect their business and their family in the event of the retirement, disability or death of an owner. Our Business Succession Planning team can help provide the stability, continuity and security you need for an uncertain future.