Estate Planning

We prepare wills and trust agreements, including probate-avoidance trusts, for a wide variety of clients, from those of modest wealth needing relatively simple wills or trusts, to those of more substantial means whose assets and goals require complex estate plans. Through careful and sophisticated planning, we assist our clients in achieving their goals at a minimum tax cost.

In addition to traditional estate planning, we advise individuals regarding guardianships, conservatorships, surrogate decision-making issues, long-term care planning, social security and planning for persons with special needs.