From simple wills to complex trusts, our estate planning team is ready to create the right estate plan for you and your family. Whether you are concerned about avoiding probate, minimizing taxes or providing for future generations, we offer estate planning solutions to help you achieve your goals.
Please click here for an informative guide on our estate planning services. To organize your estate planning information or to prepare for an initial meeting with an estate planning attorney, click here to download and complete our estate planning questionnaire.
Probate and Estate Administration
Many people find the idea of “probate” to be intimidating. What is probate? Isn’t it expensive? Will I have to pay for it? Our probate team is available to answer your questions and help you after the death of a loved one.
Legally, probate is how a person’s affairs are handled after his or her death. Probate allows debts to be paid and property to be sold or transferred to heirs and involves the paperwork to make it all happen. Probate might involve complex and formal court proceedings, but usually it is an informal process in which things go smoothly. Probate might not even be necessary at all, depending on the situation, including whether the deceased person planned in advance for probate avoidance.
Our probate team can help you handle a probate or other estate administration and guide you with care and consideration to help achieve the best outcome for you and your family.
To learn more, click here for an informative guide about the probate process. For a list of documents and information that are helpful for you to bring to your initial appointment with a probate attorney, click here.
We are experienced in handling the specific issues facing elderly clients and their families, including planning and applying for medical assistance or other government programs, guardianship issues, health-care services and costs and the interplay among these issues. We also assist families who have special needs and requirements as a result of dementia, Alzheimer’s disease and other physical/mental medical conditions.
Trusts are becoming an increasingly common tool for the management, protection and distribution of assets. Our attorneys can help you form, fund and administer trusts ranging from living revocable trusts to credit shelter estate tax planning trusts to special needs trusts.