Estate Planning

We listen to understand your family situation and your goals and objectives before we advise on the estate planning tools that may be appropriate for your situation.  One size does not fit all.


We think of estate planning as doing things in the present that make for family peace in the future.  We also enjoy assisting you with your charitable goals.


Services include:

  • Wills

  • Revocable living trusts

  • Irrevocable trusts, including Irrevocable Life Insurance Trusts (ILITs)

  • Powers of attorney, including durable general powers of attorney and health care powers of attorney

  • Charitable trusts

  • Advice on legacy planning issues, including transfer of business assets

  • Advice on elder issues and multi-generational relationships

Our clients include a broad range of ages, economic backgrounds and family situations.