Wills, Trusts & Estates

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We counsel individuals and families regarding their best options and strategies to pass property to their loved ones and chosen charitable beneficiaries. We strive to create estate plans that are comprehensive, effective, and understandable.  In so doing, we incorporate estate and income tax reduction tactics, asset protection planning, and business succession planning.  We include current advance directives to assist and protect disabled and incapacitated clients and their families during periods of illness and hardship.

 

We also guide clients and their families through the estate probate and trust settlement process after the death of a client or family member.