We offer a thoughtful, straightforward estate planning process that simplifies complex concepts, helps clients to think thoughtfully about their legacy, and delivers personalized documents that are designed to stand the test of time and most tax law changes. We are at the cutting edge of several developing areas within the profession, including planning for digital assets such as email, online accounts, and cryptocurrency. Among other estate planning instruments, we prepare wills and revocable trusts, financial and health care powers of attorney and advance directives, and more complex irrevocable trusts for asset protection, tax planning, special needs, and charitable giving purposes. Typical estate planning services include the following:

We assist personal representatives and trustees administer the estate or trust placed in their care. A fiduciary appointment demonstrates trust in an individual, but may also come with exposure to significant personal liability in addition to time consuming and complex commitments to the estate or trust, its beneficiaries, federal and state courts and tax divisions, and others. Among other things, we help fiduciaries to marshal and protect all the assets of a decedent, evaluate and pay legitimate creditor claims, prepare reports and accounts for the probate court and/or beneficiaries, and prepare (with an accountant) state and federal income tax returns for the decedent and/or trust. Typical probate and trust services include the following:

We help small businesses and charitable organizations with their formation, governance, and succession planning. Typical services include the following: