Estate Planning
Anticipate, protect, and plan for the transfer of your legacy with wills, trusts, and powers of attorney tailored to your unique circumstances.
What is Estate Planning?
Estate planning involves anticipating and planning for what happens with your estate after death. It is the only way to ensure that your assets are distributed according to your intentions and wishes. When you have worked a lifetime to build a legacy, you want to ensure your estate’s management and disposal is carefully planned.
Estate plans help protect your family from having to make difficult choices about your estate when they are grieving. One of the most common ways to plan for your estate is to make a will. Understanding generational interests, taxes, cultural imperatives and jurisdictional complexities is key to building a tailored estate plan.
The estate planning process includes protecting your assets, planning for and minimizing fees and taxes, appointing responsible people to take care of your estate and your children when you pass and helping transfer assets to your beneficiaries.
This service is for you if:
- You are a responsible adult who wants to plan for the inevitable.
- You want peace of mind knowing your wishes and circumstances are reflected.
- You have a blended family, disabled family members, or dependents to consider.
- You are a business owner or high net worth individual seeking asset protection.
Why Us
Protect Your Legacy
We work to protect your legacy and your finances from unnecessary risk and exposure to taxes and litigation. Our estate plans are comprehensive and tailored.
Multi-Generational Plans
We craft multi-generational estate plans for life’s unique scenarios, taking into account the nature of your life and assets, whether local or global.
Clarity & Compassion
We guide you with clarity and compassion throughout your estate planning journey. The documents we create work to protect your legacy for generations.
How We Work With You
Free Consultation
We offer a free 15-minute consultation to ensure we are the right lawyers for your specific case. If your needs fall outside our expertise, we will refer you to a trusted colleague.
Tailored Strategy
Together we build a tailored plan with transparent pricing, defined timelines and no surprises. Fair, flat fees agreed in advance.
Precision Execution
We do the legal work with precision and care in a timely manner, updating you every step of the way so you can make informed decisions with confidence.
Resolution & Delivery
Each client receives personalized attention and direct contact with our principal lawyer throughout the life of your case until completion.
Comprehensive Estate Planning Services
Estate planning that is personalized can make your passing a much easier experience for your beneficiaries. We create estate plans that are tailored to your personal and financial needs. We understand the legal and tax issues but also the emotional and complex family dynamics that are often associated with this process.
Wills, trusts and powers of attorney are among the most important documents a person makes in their lifetime. When drafted correctly, such documents provide peace of mind, financial security and family harmony.
Our estate plans cater to life’s unique scenarios, including for blended families, disabled family members and dependent support situations, business owners and high net worth individuals. We establish trusts and “corporate” wills thus reducing exposure to probate tax.
We work to protect your legacy and your finances from unnecessary risk and exposure to taxes and litigation. Our estate planning process leaves you with the confidence that your wishes will be carried out and your loved ones protected.
Planning for the Inevitable
With proper estate planning, the transition of your wealth to the next generation is seamless and painless, thus improving the bereavement process. Planning for the inevitable will allow you to live with confidence and die in peace knowing that you have a solid plan in place.
Affordable & Personalized Pricing
Our estate plans are comprehensive, tailored, personalized and affordable. We charge fair, flat fees, in an amount agreed in advance and we can offer compassionate pricing when appropriate.