Your family’s trusted estate planning lawyers. For life.
Our services.
Estate planning, wills, & trusts.
We know that the most important thing about your estate plan is for you to know with absolute certainty that you’ve done everything possible to take care of the people you love after you’re gone. Our heart-centered, tried and proven estate planning process educates and empowers you to understand and evaluate all your planning options, so can make the best possible legal and financial estate planning decisions for yourself and your loved ones. We have systems in place to make it as easy as possible for you to protect the people and things that you care about. And our long-term client relationship model make sure that your loved ones will always have a caring, trusted advisor to turn to when they need us.
Family business planning.
We bring our past experience as “big firm” lawyers, serving large corporations and sophisticated business clients, to provide sophisticated strategic business advice to small and closely-held businesses We provide strategic advice on tax-advantaged business sales and exit opportunities, as well as planning for business succession in the event of an owner’s death or disability.
Strategic tax planning.
We work with our clients to evaluate a wide variety of planning tools to help reduce the Income, Capital Gains, and/or State and Federal Estate Tax burden, including strategies for tax-advantaged business sales, sale of highly appreciated real estate or other assets, and tax-advantaged planning for inherited retirement accounts.
Long-term care & Medicaid planning.
We help our clients and their loved ones to navigate the labyrinth long-term care system, to understand all your long-term care options, including in-home care, paid family caregiving, assisted living, and skilled nursing home care. We are specially trained in Elder Law and long-term care Medicaid planning, and can implement a wide variety of legal strategies to protect your life savings from catastrophic long-term care costs. We focus on educating our clients to truly understand the pros, cons, and consequences of each option, so you can make informed, empowered decisions about whether you want to do Medicaid planning, and, if so, which planning strategies are right for your family.
Probate, trust, & estate administration.
It’s overwhelming when a loved one dies—both emotionally and logistically. In addition to navigating the grieving process, complex family dynamics, and emotional exhaustion, you may find yourself responsible for the administration of your loved one’s estate. Regardless of how large or small your loved one’s financial estate was, every loss creates a substantial amount of work for those left behind. We’re here to help. Our Estate Administration Strategy Meeting is a session designed to quickly and efficiently help you understand the specific tasks that will be involved in administering the estate—before you commit to hiring a lawyer.
Planning for shared family property.
Whether it’s a camp on the lake, a family farm, or a beach condo, many families have a special family property that they hope to pass on for future generations to enjoy. But, shared property also involves unique legal, financial, and emotional complexities. Without careful planning, inheritance of a shared family can create problems and conflict for future generations. We have unmatched experience and expertise in helping families plan for these special family properties.