Services Provided

  • Listen carefully to clients’ estate planning goals
  • Explain in “non-legalese” what estate planning is and how it works
  • Inform clients of planning concerns and of planning options
  • Design, draft, and execute estate plans of all kinds, from simple wills to complex trusts
  • Help clients minimize expenses and delays involved in transferring assets upon death, including probate avoidance and income, estate and property tax minimization
  • Maintain ongoing contact in order to ensure the “funding” of trusts and to address changes in client circumstances, tax laws, and estate planning laws.