Trusts and Estates

Organizing your personal affairs begins with an estate plan.  You do not need a fortune before you begin the process.  A basic plan can start with a Will and an Advance Health Care Directive.  If you own stocks or real property in other states, a Revocable Living Trust may help you to avoid probate, minimize taxes and provide for a smooth and efficient transfer of your assets to your heirs at your death.

Our firm begins with the education process, by answering your questions and organizing your estate.  We offer options and recommendations which represent both common dispositions as well as creative ones.

Each client’s estate plan is unique and evolving.   We are committed as your partner to guide you through the process and work through the changes in your life.