We strive to find creative solutions to complex issues in estate planning to meet family objectives, while minimizing estate taxes, probate and administrative expenses.  We work with our clients’ advisors, including CPAs, insurance professionals and financial advisors to ensure an integrated team approach to the family plan and to provide viable options to the client for final decision making regarding issues to be addressed by a will, trust, health care proxy, power of attorney or homestead declaration.

​We facilitate the completion of your legal work by an attorney with extensive estate law experience.   His rates are reasonable. If you should avail yourself of these legal services there are no further costs or obligations to do business with our firm. The documents most people need are as follows: