Individuals and their families need legal advice and representation for various matters throughout their lives. The Firm provides direction and counsel to clients in estate planning matters, ranging from wills and powers of attorney to trusts involving the allocation of wealth to provide funding for education, retirement, and other goals. 

The Firm ensures that your estate plan clearly states where your assets go once you pass away, plans for estate taxes, nominates someone to care for minor children, and plans to distribute assets to a person with special needs. 

Powers of attorney are an essential part of our estate planning packages. These documents nominate an agent to make medical and/or financial decisions for you while you are alive. 

We frequently serve in Probate Court as legal counsel to estate fiduciaries, focusing on preserving and transitioning assets to heirs promptly and efficiently. We also serve our clients by filing guardianships for incapacitated adults and assisting in the preparation of yearly reports and accountings.

We apply our litigation experience to probate, trust, and guardianship disputes. We have assisted clients with challenging wills due to fraud, undue influence, and lack of capacity.