Estate Planning Tailored to You

At our firm, estate planning is never one-size-fits-all. We take the time to understand what matters most to you—your family, your values, and your legacy—then craft a personalized plan to help you protect it all. Our firm offers transparent flat-rate pricing  for most estate planning projects, which can be found in our FAQ section or by downloading the brochure above.

Top Reasons for Estate Planning include:

• Avoiding probate
• Naming guardians for minor children
• Ensuring their assets go to the right people
• Planning for blended families
• Supporting loved ones with special needs
• Appointing health care and financial decision-makers
• Documenting end-of-life preferences
• Providing for a spouse or partner
• Reducing estate and gift taxes
• Including pets or champion animals in their plans

WHY CLIENTS CHOOSE US

We are a full-service estate planning firm. Whether you need a basic will or a more sophisticated trust, we offer thoughtful, legally sound solutions—without unnecessary complexity or inflated costs. Each of our attorneys is highly skilled  in all areas of estate planning, including: drafting and structuring estate planning documents, charitable and legacy giving, probate and trust administration, representing clients in court, and planning for unique assets like family businesses, real estate, art, and life insurance. We offer fixed, upfront pricing for most new estate plans—no surprises. More importantly, we view estate planning as an ongoing relationship, not a one-time transaction. As your life changes, we’ll be here to help your plan evolve with it.

Our services include:

• Wills, trusts, and powers of attorney
• Irrevocable and special needs trusts
• IRA Trusts (see-through and look-through trusts)
• Estate tax and gifting strategies
• Family business succession planning

We also form and manage specialized trusts such as:

• Charitable trusts
• Special needs trusts
• QTIP trusts
• Irrevocable life insurance trusts (ILITs)

Let’s work together to protect what matters most.