Probate / Estate Planning

The only two things in life that are certain are death and taxes. Needless to say, there is not much we can do about the former but there is a lot we can do when it comes to passing on our wealth to our heirs

Effective estate planning uses all of the tools available for wealth transfer. Younger families need wills with guardianship/trust provisions and probate avoidance with the use of Transfer on Death Provisions (TOD). Trusts can equally be useful in probate avoidance and long-term financial planning.

In this whole process, we look at the importance of the interplay with a Health Care Power of Attorney, Living Will and a financial Durable Power of Attorney.

If necessary considering all of the facts, we also provide legal services in administering estates in Probate Court, along with the preparation of all Estate Tax returns.