We have over 70 years of combined estate planning experience in our firm. We assist our clients with the preparation of their estate plan, which we design to fit their specific needs and wishes. We have assisted Clients in Will contests and disputes arising from poor estate planning, and have seen firsthand how these fights can affect families and cause lasting damage to relationships. As estate planners we are cognizant of potential issues and craft the estate planning documents with a view toward providing clear directives and toward minimizing the potential for conflict.
We provide clients with tax advice and planning relating to estates and trusts, including income tax and estate and gift tax issues.