No matter what your stage of life, thoughtful estate planning helps you meet your goals of building wealth, preserving your assets, supporting loved ones, and leaving a legacy.

Entrepreneurs and business owners usually have grown wealth due to the success of their businesses. Because of that, they often have interdisciplinary planning needs. They require attorneys who can handle estate planning, tax matters, and corporate law.

Trusts & Estates

Building a legacy

Concerns we handle include:

  • Financial powers of attorney
  • Healthcare powers of attorney and advance directives
  • Trust, estate, and probate administration
  • Protecting your assets
  • Business succession planning
  • Charitable giving and philanthropy
  • Special needs planning and guardianship
  • Tax planning
  • Estate litigation and fiduciary disputes

Each client has unique estate and trust objectives. We approach each one with a commitment to understanding your values and helping you achieve your goals.