Estate Planning & Probate
Overview
Prior to joining our firm, several of our attorneys were previously qualified and practiced as CPAs. These lawyers now help our clients design individualized estate plans that address the personal needs of individuals, families and business owners. Each estate plan is created by one or more attorneys and is customized to the unique desires of each client, whether that person’s estate is modest or worth millions of dollars.
We use all types of wills, trusts, powers of attorney, advance health care directives, and other estate planning vehicles to serve clients’ goals, providing for business succession plans when appropriate, while minimizing taxes.
Our attorneys also guide individual clients, banks and trust companies in the administration of estates, trusts, guardianships, and conservatorships.