We believe estate planning should reflect each client’s deeply-held values and passions, not only the transfer of property after death.
We also consider the delicate reality some clients face from the threat of incapacity and plan accordingly for the client’s personal well-being. We know there is no cookie-cutter estate plan, and so we do not rely on document service providers to write our documents. Instead, we educate our clients and listen carefully to their hearts and concerns so that we can write an estate plan tailored to each client and without unnecessary boilerplate. We want to satisfy our clients’ goals with precision and minimize complication.
- Revocable living trusts
- Trusts for children and minors
- Estate tax planning
- Irrevocable trusts
- Irrevocable life insurance trusts (ILITs)
- Incapacity planning
- Powers of attorney
- Supplemental needs trusts