Estate Planning

Estate Planning

Many attorneys can draft a will, but it takes an expert to create a comprehensive estate plan that prepares your family for legal, medical, and financial eventualities.

With almost three decades of experience handling estates valued up to $23 million, our expertise extends beyond the academic process of drafting a will or a trust. We take a hands-on approach to every aspect of administering and maintaining your family’s estate plan, based on our acute understanding of the intricacies and limitations of the law.

Case Study

Gertrude came in for a simple will. Recently widowed, she was very nervous and had never engaged an attorney. We took our time, put her at ease, and explained everything.  If Gertrude would have signed a simple will, the cost of probate would have been over $30,000 in legal fees! We advised her to avoid probate, and in the end, she hired us to create a comprehensive estate plan including a will, powers of attorney for financial matters and health care, a living trust and other documents to ensure she would avoid probate and conservatorship.