Practice Areas

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ESTATE PLANNING?

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Estate planning is an attorney-lead, comprehensive process that uses various legal documents to prepare, both medically and financially, for one’s possible incapacity and eventual passing. The most commonly used and effective estate planning documents include, but are not limited to:

  • checked Revocable Trusts
  • checked Last Wills and Testaments
  • checked Healthcare Surrogate Designations
  • checked Living Wills
  • checked Pre-Need Guardian Designations
  • checked Durable Powers of Attorney

Estate planning is never “one size fits all.” Each client has a different familial, medical and financial situation and each client has different estate planning goals. Thus, every estate plan we draft is highly individualized and carefully tailored to fit each client.

PROBATE ADMINISTRATION?

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Probate administration is the Court-supervised process by which an individual’s assets are collected and distributed to his or her heirs or beneficiaries after death. The issues that most often arise during a probate administration include, but are not limited to:

  • checked Inventory and Valuation of Assets
  • checked Preparation of Estate Accountings
  • checked Conflicts Among Beneficiaries
  • checked Payment of Creditor Claims
  • checked Real Estate Title Transfers
  • checked Income, Estate and Gift Tax Issues

Probate administration can be both difficult and time-consuming. A client’s experience is largely dependent on the expertise, accessibility and compassion of his or her attorney. We strive to make the probate administration process as smooth and efficient as possible for every client.

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