ESTATE PLANNING

Estate planning is the process by which an individual or family arranges for the transfer of assets in anticipation of, or upon, death.  An estate plan is designed to preserve the maximum wealth for the intended beneficiaries and to provide flexibility for the individual prior to death, for a variety of tax and non-tax reasons.  The Firm provides services in selecting and developing estate plans for asset protection during life and for the administration and disposition of assets upon death.  The Firm’s services include, creating and administrating family ownership transition plans, living trusts, wills, family limited partnerships, conservatorships, special needs trusts and guardianships.

Unfortunately, there are a growing number of disputes among family members who are in business together or who are beneficiaries of family businesses.  The Firm assists clients in formulating transition of businesses and family wealth, as well as dispute resolution, litigation and appeals.

“Those who trust to chance must abide by the results of chance.”
- Calvin Coolidge (1872 – 1933)