Protecting and preserving legacies.
We understand that a lifetime of work and achievement make up an estate, and that individuals have a very specific vision for their legacy. We assist a broad range of clients in attaining their goals for wealth preservation and estate planning. Our clients include both high net worth individuals as well as those of average financial circumstances. They all share the same objectives—to ensure that their wishes are followed while keeping taxes and probate fees paid to a minimum, and to avoid any delays in administering the estate to beneficiaries.
A myriad of issues can impact your ability to pass on the assets which you have built up during your lifetime to your heirs. Our experience in estate planning can help you successfully deal with these matters so that nothing stands in the way of transferring your estate as you want.
We assist clients by:
- Meeting with clients to assess their wishes regarding the distribution of their assets to their loved ones in the form of a will
- Advising on methods of reducing probate-related delays in administering estates
- Advising on structuring estate planning to reduce probate taxes
- Drafting enduring powers of attorney and personal directives to ensure that clients’ needs are met over the long-term
To get started, please download and complete our questionnaires, then return them to our office by fax, email, or drop them off: