We will recommend the appropriate estate plan to meet your unique situation.  We will draft the necessary documents to implement the estate plan you choose, including  any wills and trusts.   We help you focus on taking care of your needs first, and then help you decide the best way to plan for your loved-ones. We keep in mind your potential health-care challenges. Our expertise includes using tax-preferred techniques to enhance the transfer of wealth.

We know that the loss of a loved-one can be traumatic and overwhelming.
We can handle the affairs that arise when someone passes away.  Probate includes establishing or contesting the validity of a Will, as well as handling estates when there is no Will.  Probate also includes dealing with creditors, making appropriate choices in distributing assets, and finding the best tax-advantaged solutions for clients. 

We provide expert mediation services.   Financial matters too often destroy relationships, both in families and inbusinesses.  Mediation is a process where everyone collaborates to find a solution acceptable to all.  We facilitate that process emphasizing courtesy and dignity among the participants.