Trust & Estate Planning

We work closely with our clients to make sure that the money they’ve spent a lifetime accumulating will be passed-on according to their wishes and desires.

We have partnered with several local Trust & Estate Attorneys, who are able to meet with our clients to review existing documents or to help draft new documents (if needed).

  • Wills & Trusts
  • Healthcare Surrogate
  • Durable Power of Attorney
  • Blended Families

We review and confirm all account titling & beneficiary designations on a regular basis to make sure that a client’s estate will avoid probate and pass in the most tax efficient way.

We can also help clients with other legal matters, such as setting up small businesses, etc.

Have questions? We’d love to meet with you.