Our firm provides the most efficient and tax-advantaged solutions relating to estate and gift planning, selection of fiduciaries, transfers of family businesses, life insurance, retirement planning, trusts, charitable giving, health care, education funding and gift techniques. First, we offer a FREE initial consultation.  The initial consultation allows you to learn more about our firm,  the issues that will likely be confronted, and possible solutions. After identifying your concerns, issues, and exposures, our firm will formulate a plan to  minimize your estate taxes by a variety of means and protect your assets. 

In addition, we prepare living trusts to avoid probate administration where desired. We are also available to appear in probate court in order to serve the needs of our clients in probate and trust administration matters and protective proceedings such as conservatorships and guardianships. Finally, we provide compassionate personal support and counsel in the settlement and administration of estates.