We assist our clients and their families in developing a comprehensive estate plan with contingencies for both incapacity during life and carrying our clients’ wishes after they pass.  We review the estate wholistically and incorporate our tax strategies as needed to minimize impacts on our client’s hard earned assets.  We explain the differences between trusts and wills, and the benefits and problems with each and how a tailored estate plan can help minimize controversies in the future. 

There are times when the best plans to encounter a few challenges.  When that happens, we work with beneficiaries to get solutions by advocating on their behalf, whether directly with other parties (for example, banks, insurance companies, banks, or investment firms), or through probate court to affirm their rights.