Using our decades of estate planning experience and in-depth knowledge of your family and finances, we can help you outline certain aspects of your estate plan, including wills, trusts, healthcare proxy, and power of attorney. Throughout the process, we will consider the tax implications of decisions and minimization opportunities as well as the impact on the estate administration process.

Of course, planning is only one aspect of the estate. We also coordinate the execution, making sure the process is completed, your intentions are thoroughly understood and carried out, and the documents are safely stored.