Our work goes far beyond wills, trusts and tax returns. We help our clients design estate plans that range from simple wills to complex wealth preserving estate plans. We also help our clients create family foundations and serve as trusted advisors in the management and transfer of our clients' wealth. We often represent two or three generations of the same family, serving as a bridge between generations to ensure that values, wishes and goals are preserved.

Our relationship with a client and his or her family typically begins with a series of meetings designed to gather information about the client's family and assets, as well as the client's goals and concerns. At these meetings, we inform our clients about the estate and gift tax system and how it impacts the planning process. We explore lifetime giving programs designed to minimize the impact of estate taxes on the transfer of family wealth.

Once the client selects his or her desired plan, we draft the wills, trust agreements, powers of attorney, and other documents needed to implement the plan.

We help our clients make their estate plans fully operational by assisting with transfers to avoid probate, life insurance beneficiary designations and income and gift tax returns.