Practice Area
Estate Planning
Wills, trusts, and tax-aware planning for individuals, families, and business owners who want their wealth to transfer the way they intend — clearly, carefully, and with judgment.
Estate planning isn’t a transaction. It’s a relationship that lasts decades — through changes in your family, your business, and the law. We start by understanding what you’ve built and what you want for the people who will outlive you. Then we draft a plan that’s clear enough for them to follow, careful enough to hold up to scrutiny, and flexible enough to evolve.
Most of our clients come to us with assets that put them past the threshold of off-the-shelf planning. Not all of them realize it. Part of our work is showing them what’s actually possible — and what could go wrong if they don’t address it.
What’s included
A complete plan, drafted and explained
- Wills and revocable living trusts Including pour-over wills, marital and credit-shelter structures, and trust funding guidance.
- Irrevocable trusts Insurance trusts, dynasty trusts, and special-purpose trusts when the situation calls for them.
- Powers of attorney Durable financial and healthcare POAs, drafted to actually work when they’re needed.
- HIPAA authorizations & advance directives So the right people can act on your behalf without court intervention.
- Beneficiary designations & titling The half of estate planning that’s not in your will — and where most plans actually break.
- Tax-aware structuring Estate, gift, and generation-skipping transfer tax planning, coordinated with your CPA.
- Coordinated planning for business owners When the business is part of the estate, the plan has to account for both.
- Plan reviews and updates Lives change. Laws change. We keep your plan current — not frozen at signing.
Individuals, families, and business owners who have meaningful assets to protect and want to know exactly how they’ll pass to the next generation. We work with clients whose situations are nuanced enough to deserve more than a do-it-yourself form — and clear enough to deserve a plan they can actually understand.
If your assets include a closely-held business, real estate beyond a primary residence, retirement accounts of meaningful size, or family circumstances that need careful handling, you’re our kind of client.
Let’s talk about your plan.
A consultation is a conversation. We’ll listen.
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