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.

Join David for Lessons in Estate Planning

Join David Adams for two foundational lessons in Estate Planning. This will be...

The Basics of Legacy Planning with David Adams

Good Estate planning allows us to maximize financial resources for our best...

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.

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