PRACTICE AREA
Estate Planning
A good plan is quiet. It works when your family needs it and never makes the news.
Estate planning is not about documents. It is about making sure the people and causes you care about are provided for without confusion, delay, or avoidable tax. We design wills, trusts, and powers of attorney around how your family actually works, then keep the plan current as life changes. For business owners we coordinate succession with the company's own agreements so nothing conflicts. Most plans are flat-fee, quoted before we start. The result is a plan your family may never have to think about, which is the point.
Wills and revocable trusts
Powers of attorney and healthcare directives
Trust administration
Probate
Business succession planning
Estate and gift tax strategy
Family and asset inventory conversation.
Flat-fee proposal.
Draft, review, and signing.
Scheduled reviews every three years.
It depends on your assets, family situation, and how much probate you want your family to handle. Many families do fine with a will and good beneficiary designations. We will tell you plainly if a trust is not worth its cost for you.
State law decides who receives your property and who administers the process, on the state's schedule. The results often surprise families. Even a simple will prevents most of it.