Our approach to estate planning prides itself on personal service and understanding the individual needs and objectives of our clients. We provide estate and tax planning services designed to protect you and your family and to transfer wealth to your loved ones.
We represent personal representatives and beneficiaries in probate administrations, the process by which an estate is administered through the Superior Court for supervision, often because there was no estate plan in place.
We provide tax planning services to minimize any estate, gift, GST, property, and income tax liabilities, achieve liability and creditor protection, and incorporate charitable giving and life insurance planning.
We represent businesses as they plan for ownership and management succession. We prepare buy-sell agreements for businesses and assets you own with others to ensure a smooth transition at a business owner’s death, disability, retirement or withdrawal.