We support executors and beneficiaries through the probate process with care and efficiency, helping to settle estates in accordance with the law and the decedent's wishes. Our services include:
Probate Filings and Court Representation
Asset Inventory and Valuation
Creditor Claims
Estate Distributions
estate planning
We help clients design thoughtful, customized estate plans that reflect their values, goals and family dynamics. Our services include:
Wills and Living Trusts
Revocable and Irrevocable Trusts
Entity Planning and Formation
Assignments of Property
Powers of Attorney
Health Care Directives
Guardianship Planning for Minor Children
TRUST & ESTATE ADMINISTRATION
We guide clients in establishing and managing trusts tailored to their unique needs, whether for privacy, asset protection, tax efficiency or long-term legacy planning. We also assist trustees with:
Trust Administration and Compliance
Fiduciary Duties and Risk Management
Beneficiary Communication and Distribution
wealth transfer & tax planning
We advise high-net-worth individuals and families on how to structure their estates to minimize taxes and preserve wealth. Our strategies include:
