Estate planning is personal.

We recognize estate planning is deeply personal for everyone, and as such, we gladly take the time to understand you. Our planning goes beyond traditional techniques. We consider the effects of mixed families, digital property, business ownership and avoiding unintentional felonies. Our experience in litigating trust and probate disputes gives us a unique perspective in drafting documents to mitigate common traps and reduce or eliminate potential future challenges so that your interests are protected now and in the future.

When we assist you in planning your estate, we consider not only your wishes and expectations about conveying your property to your loved ones, but as CPAs we also consider estate and income tax effects upon your estate. If you become our client and we prepare your income taxes every year, you received a no costs an estate plan review when you pick up your tax returns. So the advantages are we stay in contact with you unlike many estate planning attorneys who rarely speak to you after your estate plan is complete.

Everyone’s estate plan will be different.

Here is a checklist of what you need to know before creating an estate plan.

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