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Estate Planning

We help clients think through how they want their loved ones taken care of and assets divided, with emphasis on reducing estate taxes and probate costs. This can assure that their estates are distributed according to their goals and objectives. If any changes or additional documents are needed, we refer clients' to their attorney to update existing or draft new legal documents.

In the event of a death of one of our clients, we help the surviving spouse or other loved ones with the financial aspects of the probate process. Our aim is to minimize the costs and problems associated with preparing final asset statements and to coordinate tax and legal resources as they complete the probate process. We also help with the paperwork and communications required for the transfers of assets. In essence, we understand how distressing these times can be, and we make every effort to reduce the burden on grieving loved ones.