Estate planning services, including power of attorney, wills and trusts, and more

The attorneys in our Estate Planning and Administration Practice Group are known for possessing a level of expertise and sophistication found in much larger firms. Our attorneys have advanced degrees in tax law, accounting, finance, and business law. All of us are involved in the local community and use our experience and knowledge in business and real estate to provide comprehensive counsel and favorable results for our clients. In this ever-changing legal field, we provide our clients with the most advanced and current strategies to preserve wealth, minimize taxes, and transfer assets to your intended family, friend, and charitable beneficiaries.

One of the true examples of legal advice when there is no (or little) conflict, estate planning provides us an opportunity to work with clients to help them protect, preserve, and pass along the assets they accumulate through hard work and a lifetime of earning. Helping them to leave their own legacy for their family and loved ones is something we find rewarding.

Estate and Tax Planning practice areas:

  • Wills and Trusts
  • Estate and Trust Administration
  • Business Succession Planning
  • Cottage and Family Asset Protection and Transfer
  • Charitable Tax Planning
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Private Foundation and Non-Profit Entity Counsel and Formation

Call us today to get started. (269) 381-8844