Integrity. Continuity. Service.

Estate Planning and Trust Services

Although the statutory and procedural rules of the Law are largely uniform, people, their concerns and situations are unique and ever-evolving. We are very familiar with this reality having helped multitudes of individuals and families with common situations requiring solutions unique to them.

As a result, our family tradition has been to look at each client’s situation to understand their specific needs and goals, and develop a solution that makes business and personal sense for them.

Basic Estate Planning and Trust Services

Estate and Trust Planning

Even the shortest journey begins with one or more goals, opportunities and constraints. First, we help you to clarify, define and prioritize your goals; and then identify, describe and quantify the related opportunities and constraints; all so that the Law might be put to work helping you to achieve your goals.

Document Preparation

Trust and Estate Administration

A plan is no good unless it is put into place. Central to carrying out our clients’ intentions is the special care and attention we devote attending to the tax consequences of distributions by an estate to a testamentary trust established under the decedent's will or to a lifetime (inter vivos) trust set up by the decedent before his or her death.

Private Trustee

Clients sometimes have special needs family members or unique assets like a family homestead or compound that require someone to be permanently “on duty” to ensure that the individual is properly cared for or that the asset is preserved for future generations. Our well-established expertise and unique problem solving skills are well suited to help clients with these types of circumstances.

Common Situations Requiring Unique Solutions