Ask Us How To

Ensure the Gift of Family

  • approach estate planning as an opportunity to preserve and affirm your values and goals
  • carefully choose the personal representative, trustee, and guardian
  • specifically define the duties and discretion of the trustee
  • distribute your estate equitably among your family

Secure and Protect Your Children's Inheritance

  • form a family partnership or limited liability company
  • establish a trust to pay for college, purchase a residence, start a business, or provide for health and support
  • facilitate your children's own estate planning

Avoid Disputes Among Your Family

  • preserve family relationships
  • formalize the execution process of Wills and Trusts
  • clarify ownership and status of your property
  • include "no contest" provisions in your Wills
  • specify the allocation of taxes and expenses among your beneficiaries
  • complete a "List Disposing of Tangible Personal Property"
  • complete a "Disposition of Remains Authorization"

We frequently present seminars to our clients on various topics. Our recent seminar topics have included "Securing your Children's Inheritance," "The Use of Family Partnerships," and "Limited Liability Companies in Estate Planning." We also provide newsletters several times a year to our clients on various topics.