We recognize that estate planning is deeply personal for most clients—it encompasses your family, your assets, your personal beliefs and philosophies, and the people you trust. We can help you with:
• Estate and gift planning
• Powers of Attorney
• Advanced Health Directives
• Prenuptial and Postnuptial Agreements
• Cohabitation Agreements
• Income Tax Planning
• Charitable Planning
• Asset Protection Planning
• Business Succession Planning
We provide practical and innovative solutions to incorporate your unique needs, and enjoy working with your other personal advisors to make sure that your planning needs are fully met. We know that estate planning can be complicated and can make clients feel anxious, but we are here to make it enjoyable, easy and accessible.
We care about our clients and make sure that at the end of the day you leave our office with a plan that you understand, are comfortable with and accomplishes all of your objectives. We look forward to working with you and to putting your mind at ease.