Estate Planning

Estate Planning

If you are looking for an attorney to complete a form, or are looking for the lowest price, we are not for you.  If you are looking for an attorney who will listen to you, who will bring 20+ years experience in probate and trust litigation experience, who will craft your documents to carry out your expectations, and minimize or eliminate future taxes and legal fees, we are for you.

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 family dynamics, 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 will receive at no cost an estate plan review, when you pick up your tax returns. So the advantage is we stay in contact with you, unlike many estate planning attorneys who rarely speak to you after your estate plan is complete.