Probate and Estate Planning
Every estate planning situation is unique. Our firm helps individuals and families plan for the transfer of their property and assets upon their death. The goal is to help you preserve the maximum amount of wealth possible for your intended beneficiaries and retain financial flexibility throughout your life.
Our services include:
- Drafting wills and trusts
- Planning in the event of a long-term health care episode
- Creating survivorship deeds
We will guide you through the process and provide all of the necessary documents. In addition, we will help you minimize state and federal taxes while avoiding the probate court.