Estate planning and services to protect assets, reduce taxes, and
support
protect
guide
mentor
respect
loved ones.

Planning that brings peace of mind.

 We’re with you every step of the way.

Planning for incapacity and death raises some of the most profound and important issues we face. We are here to help.

We welcome you to explore our site to learn how we serve as trusted advisors to our clients.

ESTATE PLANNING

Need a will or trust? Learn how we help our clients protect assets, minimize taxes, plan for their best possible lives, and thoughtfully support loved ones after their death.

LONG-TERM CARE PLANNING

As we age, long-term care costs can be significant. Learn how we help our clients leverage their assets for their own best possible care, as well as protect assets to benefit loved ones.

PROBATE AND ESTATE ADMINISTRATION

When a person dies, their estate must be settled. Learn how we help our clients through the probate and estate administration process.

TRUSTEE SERVICES

There are times when a professional trustee may be needed. Learn more about the responsibilities of a trustee and the services we provide.

Upcoming Events

28 October 2021 7:00 pm - 9:00 pm
Zoom,

Estate planning is not just for the wealthy—or the old. Nearly everyone has an “estate,” comprised of everything you own: your car, home, other real estate, checking and savings accounts, […]

Find out more »
04 November 2021 7:00 pm - 8:30 pm
Zoom,

As we get older, many of us wrestle with important questions: Do I want to age in place or move to a new living environment? What will my health needs […]

Find out more »

SCHEDULE AN INITIAL CONSULTATION