Who We Serve
You may need estate planning if you are:
- A real estate owner
- A parent to a minor
- In a second marriage or part of a blended family
- A high net worth family and want to avoid estate taxes
- Concerned about making it easier for your family member when you pass away
- In need of excluding an heir from your estate
- A caretaker of a dependent with special needs
- Caring for an aging parent
The estate plans we develop are as unique as our clients. We advise single adults, families with young children, aging parents and disabled dependents, as well as blended and non-traditional families.
Our clients may simply want to preserve a small nest egg for their children, or may have substantial wealth that needs to be insulated from taxation and reserved for future generations.
We advise many small business owners on business structure, contracts and succession planning and dovetail that work with their estate plans. Similarly, we handle real estate transactions for our business and estate planning clients.
No matter their net worth, or the uniqueness of their situation, we enjoy getting to know our clients and designing straightforward, robust estate plans that exceed your expectations for a reasonable fee.
Working With Other Professionals
Our clients often work with other professionals or have needs elsewhere. We work hand in hand with existing relationships to serve our mutual clients. This includes your accountants, financial advisors, care managers and other attorneys. If you do not have relationships with other professionals, we have working relationships with other professionals and attorneys in many states and can help you find advisors. We are willing to be a part of a team that meets our clients’ needs.