Services

Estate Planning

Estate planning is a process we undertake together that allows you to maximize your estate for those people and charities that you love.
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Trust Administration

Although revocable (“living”) trusts are designed to keep one’s assets out of probate, there is still some work to be done after someone passes away, and that work is called trust administration.
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Probate

If someone dies without a Will, or with a Will but without a Revocable Trust, it may be necessary to undertake a court proceeding to pass that person’s estate to their heirs or beneficiaries.
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Gifting/Tax Planning

There are many tax-leveraged strategies to pass assets on to your loved ones and favored charities during life and at death.
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