The Firm specializes in estate and testamentary planning. From relatively simple Wills to complex estate planning, The Firm has extensive estate planning experience in the context of both traditional family planning situations as well as in family situations involving multiple marriages and children by different marriages. Wills can provide for simple contingent testamentary trusts for minor children, or for more complex by-pass, marital and generation skipping testamentary trust depending on clients needs and objectives.
The Firm provides information and forms on a health care power of attorney, durable powers of attorney, physician's directive letters and self designations of guardians as part of the testamentary planning process. The Firm utilizes many varieties of lifetime trusts to protect and conserve wealth and protect beneficiaries including education trusts, insurance trusts, children's trusts and assets management trusts in response to a client's needs and objectives. Upon death, The Firm provides guidance to heirs and beneficiaries in probating Wills, assisting the executors in administering the estate, funding any trusts and in understanding the considerations and choices involved in post mortem planning.