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PRACTICE AREAS

Trust & Estate Planning

Everyone needs a plan.  Your assets will transfer, in one way or another so it might as well be according to your wishes.  Our team is hear to help you transition what you have accumulated to the next generation as smooth as possible.  Our team can help you achieve your estate planning goals by providing documents such as:

 

  • Revocable  & Irrevocable Trusts

  • Last Will and Testaments

  • Durable Power of Attorneys

  • Health Care Directives including Living Wills and Health Care Power of Attorneys

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Charitable Giving & Legacy Planning

If your estate plan involves charitable giving and philanthropy, there are many tax-efficient methods to consider.  Our team can help achieve your legacy planning goals by providing documents or advising on charitable instruments such as:

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  • Charitable Remainder Trusts

  • Charitable Lead Trusts

  • Donor Advised Funds

  • Charitable Gift Annuities

  • Endowments

Probate & Trust Administration

You went through a lot of trouble to establish your estate plan so it should be administered according to your wishes.  Our team will work with your executors and trustees to ensure your plan is preserved. 

Real Estate Transactions

Our team can help with certain real estate transaction such as:

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  • Beneficiary Deeds

  • Warranty, Special and Quitclaim Deeds

  • Leases

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