Estate Planning: Wills, Trusts & Probate

ESTATE PLANNING is the formation of documentation to maintain and effectively control your financial and health care security. Our clients typically have specialized legal needs because their estates are often complex and diverse, influenced by the growth in investment products, increased job mobility, and the needs of children and parents.

We provide legal excellence in Estate Planning services to help your estate avoid probate costs and simplify the process regarding your financial estate for your family.

In addition to saving time and money after your death, a properly established estate plan will provide clear and concise directions regarding your financial estate and health issues during your lifetime.

Estate planning documents may include a will, trusts, powers of appointment, and powers of attorney, including the durable financial power of attorney, the durable medical power of attorney, and a living will.

Because some of our clients have elderly parents facing difficult, long-term care challenges, we provide legal excellence in Elder Law services, combined with traditional Estate Planning services.

These legal services include planning for all available support resources, such as Social Security and Veterans benefits, Medicare and Medicaid coverage, nursing-home care, in-home care, and other legal matters of particular concern to them. This ensures cost-efficient eligibility for long-term care.

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