We help preserve your legacy.
We work with clients to prepare, update and maintain their trust and estate plans while finding the most effective way to execute the plan. We believe that each person and each situation is unique and devise carefully crafted plans that offer prudent solutions for individuals, families and business owners. We are experienced in coordinating assets with the estate plan and we also represent fiduciaries and trust companies in estate, probate and trust administration.
What we do:
- Estate, trust and probate administration
- Health care directives
- Financial powers of attorney
- Estate, gift and GST tax planning
- Business succession planning
- Charitable giving
- Post-mortem dispute resolution