- Power of Attorney
- HealthCare Directives
- Domestic Partnership
- Special Needs Trust
For over 30 years, our firm has worked closely with individuals and families assisting them in meeting their priorities and goals. Advising clients regarding estate, tax and financial planning is a core component of our services. With extensive experience in estate planning, we excel in creating clear and understandable plans to execute your intentions successfully and efficiently.
We assist families with disabled children in the planning of their future care and support of the child, which includes a special needs trust.
Clients need a comprehensive plan that will provide for an orderly and tax-efficient transfer of assets. We interact closely with both our clients and their other professional advisors such as investment advisors, accountants, and others to assure for a comprehensive working plan. Estate and trust administration services can also be called upon.
We achieve success when our plan results in the estate being administered quickly, with few family disputes arising and the minimal payment of taxes.
- Contact our firm for an appointment.
- Complete our Will questionnaire and any other preliminary documentation.
- Meet with the attorney to review the information and discuss your specific needs.
- Fees are generally a fixed fee for services which will be determined at the initial meeting. Our minimum fee is $1000.00