Legacy Protection
Estate Planning
We take a personalized approach to estate planning, crafting comprehensive trusts, wills, and directives tailored to your family's unique circumstances. Our plans are designed to avoid probate, minimize taxes, and ensure your wishes are carried out exactly as you intend.
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A well-crafted estate plan is the most important gift you can leave your family.
Without a comprehensive plan, your family faces probate court, unnecessary taxes, and the emotional burden of making decisions you could have made for them. The families we serve come to us because they've seen what happens when planning is neglected — often through our trust litigation and administration work.
We bring that courtroom perspective to every estate plan we draft. Because we've spent over 20 years defending trusts in litigation, we know exactly how to structure plans that withstand challenges and protect your intentions for generations.
Our Estate Planning Services
Comprehensive plans designed to protect what matters most
Core Estate Planning
Every comprehensive estate plan begins with foundational documents. We craft revocable living trusts, pour-over wills, powers of attorney, and healthcare directives tailored to your family's unique circumstances — ensuring your wishes are honored and probate is avoided.
- Revocable living trusts
- Pour-over wills
- Durable powers of attorney
- Advance healthcare directives
- HIPAA authorizations
Advanced Planning Strategies
For families with complex assets, business interests, or special circumstances, standard documents aren't enough. We design sophisticated strategies using irrevocable trusts, special needs planning, and asset protection structures to preserve wealth across generations.
- Irrevocable trusts
- Special needs trusts
- Charitable planning
- Business succession planning
- Asset protection strategies
Plan Maintenance & Updates
An estate plan is a living document. Life changes — marriages, births, divorces, relocations, and changes in tax law — all require plan updates. We provide ongoing reviews and amendments to ensure your plan remains current and effective.
- Periodic plan reviews
- Trust amendments and restatements
- Beneficiary designation reviews
- Asset re-titling assistance
- Life event updates
Trust Funding & Coordination
A trust is only effective if it's properly funded. We coordinate the transfer of assets into your trust — real property, financial accounts, business interests, and personal property — and ensure beneficiary designations align with your overall plan.
- Real property transfers and deeds
- Financial account re-titling
- Business interest assignments
- Beneficiary designation coordination
- Insurance trust funding
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Ready to protect your family's future with a comprehensive estate plan?