Estate Planning

Securing your assets and your future involves more than writing a will.

We look at your entire personal, financial and health picture to provide comprehensive estate planning. Both you and your family will benefit as our experienced estate planning attorneys guide you through the creation of a will, submission for probate, distribution of your assets, and final accounting to the court, guaranteeing that your wishes will be carried out. We sometimes recommend a living trust as a sensible alternative to the expensive and troublesome probate process. We are also happy to help those with a family member who has died without a will in place.

  • Distribute estate assets precisely as you wish
  • Complete a Last Will & Testament and/or Living Will
  • Appoint executors, trustees, and a guardian for your minor children
  • Create a trust
  • Protect assets from the costs of long-term care
  • Minimize estate taxes and the costs of probate
  • Maintain independence and control over personal health care and financial decisions

We will guide you and your family through the confusing process of comprehensive estate planning and administration, including wills, will contests, trusts, life estates, probate, administration, asset management and liquidation. We will always keep you informed of your options and provide you with viable solutions to fit your needs and wishes.

You can rest easy knowing your plans are in our hands.

ESTATE PLANNING

Securing your assets and your future involves more than writing a will. There is no simple solution when it comes to Estate Planning. Our mission is to advise our clients in the preservation, management and disposition of family wealth. Our focus is on providing our clients with peace of mind that their affairs are in order. This typically involves the preparation of wills, trusts and other estate planning documents designed to minimize estate taxes and ensure the disposition of property in accordance with your wishes. We are dedicated to providing personalized counsel to clients at all stages of their lives.

Estate planning seems like a simple matter, but in today’s changing world, considering the prevalence of second marriages, blended families, same-sex relationships, and domestic partnerships, each estate presents unique challenges that need to be addressed.  Also, protection of a special needs child or a vulnerable adult require highly individualized considerations.

ESTATE ADMINISTRATION

When we settle estates, we do so with great care and a high degree of personal sensitivity. Working closely with family members, we ensure that all necessary and appropriate steps are taken to provide a smooth and orderly administration of each estate. Those steps include probate of the will, valuation of estate assets, payment of debts and expenses, preparation of federal and state estate and income tax returns and transfer of assets to the beneficiaries. Our goal is to ensure that all estates, ranging from simple to complex, are efficiently administered. We are always accessible to family members to advise them and address any personal concerns.

TRUST ADMINISTRATION

Serving as a trustee is a serious undertaking. Clients usually name a family member, a friend or a trusted professional advisor as Trustee. The reasons for doing so are understandable, since such people are familiar with the family dynamics and the wishes of the person establishing the trust. However, these individuals typically need guidance interpreting the trust language and understanding the duties and responsibilities of being a trustee. We can provide that assistance by advising trustees on all aspects of trust administration, including how to properly interpret the trust, the trustees’ responsibility to beneficiaries, their fiduciary duties and liabilities, as well as their related tax questions. We can also assist trustees by preparing federal and state fiduciary income tax returns and periodic accountings to the beneficiaries. In appropriate situations, when asked to do so by a client, we will serve as trustee.

PERSONAL REPRESENTATIVES AND TRUSTEES

We routinely advise personal representatives and trustees on their fiduciary duties and how to properly carry out the role with which they have been entrusted. Will and trust documents, as well as current law, impose significant duties on individuals serving in these roles. Typically, the personal representative or trustee is a friend or family member who has no prior background serving as a fiduciary. We have over thirty years of experience interpreting and translating complicated laws and legal documents to educate personal representatives and trustees on how to properly perform the duties they have been entrusted to perform.

BUSINESS ORGANIZATION

We also assist clients with the formation of limited liability companies and corporations.