The dream of aging gracefully, accumulating wealth, and eventually being able to give your loved ones a leg up is achievable with the right advisors by your side.
We have all seen friends and family members go through difficult times of grieving, only to then be hit with probate issues, feuds over medical directives, or guardianship disputes. Often these burdens can be eased with a little foresight. And if this speaks to your current situation our attorneys can guide you at each step.
Our estate planning & administrationn attorneys are dedicated to this field and work collaboratively with clients to determine the best course of action to fit their unique family needs.
- Advance medical directives
- Charitable trusts
- Elderly & Special Needs Care
- power of attorney
- health care planning
- long term planning documents
- guardianship & conservatorship
- Estate and trust litigation
- Family partnerships and LLCs
- Child guardianship
- Irrevocable trusts
- Last will and testaments
- Life insurance trusts
- Powers of attorney
- Probate ( Estate Administration)
- Revocable living trusts
We DO NOT handle divorces or custody cases
Estate planning questions
- What types of estate planning documents do you prepare?
- What tax issues are involved in estate planning?
- How are my goals and interests incorporated into the estate plan?
- What is a living will or advance medical directive?
- What are common misconceptions about wills?
- What are common misconceptions about trusts?
Common questions about wills and probate
Please download the appropriate form for your situation. The forms are in pdf format, and you are able to type within the form once you download it on your computer.
Estate Planning Procedure/Protocol:
The links below will discuss the estate planning protocol whether you’re a new client considering an estate plan or an established firm client considering making changes to your existing estate plan. Click on the link below that best describes your situation:
- New Client: Estate planning procedure for new clients
- Existing Client: Estate planning procedure for existing client revising an estate plan
Estate Planning Confidential Questionnaire:
Prior to your initial meeting, we ask that you complete and submit a questionnaire outlining your estate planning goals. Your estate plan will differ depending on whether you are married or unmarried. Please choose one of the following questionnaires to complete.
- Estate planning questionnaire for married couples
- Estate planning questionnaire if you are unmarried
Estate/Trust Administration Procedure/Protocol: When a loved becomes incapacitated or dies
When a loved one becomes incapacitated or dies, these documents will assist you through this difficult time.