Our office provides a full range of services to help clients preserve their family wealth in the event of death or disability. We counsel clients in the areas of tax avoidance or minimization.
We draft estate planning instruments such as deeds, wills, codicils, powers of attorney, health care directives and trust agreements. We administer trusts and estates.
We create guardianships and conservatorships and assist in their administration. We assist clients to integrate their estate planning by coordinating insurance and retirement benefits.