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Real Estate

The Firm provides all-inclusive estate planning practice its clients. Our typical estate plan includes a revocable living trust, pour-over will, power of attorney, certificate of trust, health care directive, nominations, privacy affidavits, memorial, funding and other personal instructions. The Firm advises family-owned businesses in areas including business wealth transfer and generational business planning as well as asset protection estate planning and business succession. Recognizing that each client’s situation is unique, the Firm customizes each plan to fit particular estate planning needs and wishes, and include additional documents, such as insurance trusts where appropriate. We also provide comprehensive advice on planning and taxes.