Estate Planning

Make a Plan

Many of our clients have taken advantage of our professional estate planning services to help them decide whether they need a will, living trust, healthcare power of attorney or family limited partnership. We make sure their families avoid financial disagreements and hardships upon their death, minimize their estate tax and name a legal guardian in case of incompetence.

We have many years experience advising clients, implementing all of the necessary documents, transferring titles and accounts, and even serving as trustee when requested.