Area of practice
Wills, trusts, powers of attorney, health-care directives, and planning for personal or business assets.
Estate planning puts decisions in writing before someone else has to make them. The work begins with the client’s family, property, accounts, business interests, and intended decision-makers.
The documents should match how assets are actually owned and how the client expects the plan to be administered.
A plan may need review after a marriage, death, move, sale, new business interest, or other significant change.
Questions that may matter
Planning begins with the individuals who may make decisions, receive property, care for others, or administer a trust or estate.
Real estate, business interests, accounts, and other assets may pass in different ways. Ownership and beneficiary arrangements should be considered alongside the plan.
Documents should be understood not only when signed, but also in terms of how they may be used by the people called upon to carry them out.
The work
The firm takes an inventory of the people, assets, ownership arrangements, and decisions involved, then prepares documents intended to work together.
Contact the office
Send a brief, non-confidential outline of the matter. The firm will review it and let you know whether a conversation makes sense.
Email the office