Trusts and Estates

• Estate Planning
  We represent individuals and couples hoping to achieve their own estate planning or unique asset planning goals, and family members following the death of a loved one to properly administer the trust or estate left behind by the loved one.
• Trusts
  Our firm enjoys the opportunity to represent a wide range of clients. Whether married or single, recently retired or just starting a family, and regardless of financial circumstances, the central defining characteristic of our clients is a desire to work with competent professionals to achieve their desired estate planning, unique asset planning, or estate or trust administration goals.

Finance Law

• Tax Law
  The assets you leave behind at your death are only one aspect of one’s legacy. Your legacy is the story that is told about you after your earthly life is complete. We recognize that our clients have a life story that is beyond one’s financial net worth. Rather, your legacy is the story formed by your faith, family, and community commitments and values. We utilize our experience and expertise in legal and tax matters to understand your story and then help you accomplish your legacy. Whether we are working with a living client to eventually achieve his or her legacy, or on behalf of surviving family members following the death of a loved one, our focus is on helping individuals and families achieve that legacy.