Estate Planning

Estate planning is about more than passing on assets—it’s about protecting what matters most during your lifetime and ensuring your wishes are honored after death. Our Estate Planning team works with individuals, families, and business owners to develop tailored plans for the acquisition, preservation, use, and transfer of wealth. We take a comprehensive and personal approach, factoring in not just financial considerations but also family dynamics, legacy goals, and long-term peace of mind.

Clientele

We serve clients with a wide range of financial backgrounds—from high-net-worth individuals to those with more modest estates—providing solutions that match their goals and circumstances. We also represent fiduciaries such as personal representatives and trustees, as well as beneficiaries seeking independent guidance.

Strengths

Our team has extensive experience drafting wills, revocable and irrevocable trusts, durable powers of attorney, living wills, and advance medical directives. We help clients plan for tax efficiency, asset protection, lifetime gifting, charitable giving, and succession of family businesses. We also advise on ownership structuring, insurance planning, and retirement considerations. Every estate plan is unique, and we focus on delivering practical, customized strategies that evolve with your needs.

Confidentiality is central to our process. We work to create a comfortable, trusting environment where clients feel safe sharing those personal and financial details necessary to create a holistic estate plan—knowing their information will be treated with the utmost discretion and professionalism.

View and Print Estate Planning Questionnaire – PDF