WILLS, TRUSTS AND ALL THAT JAZZ
We provide services when sad events happen — and more particularly we emphasize planning ahead.

Upon Death or Incapacity
Probate
The most common need is probate. Our services are here to help you as executor or administrator, from the initial stages of court appointment through administration and final steps for closing the estate.


Trusts
We are here to assist you as trustee, from setting up the trust to funding and administering.


Incapacity
We will guide you in dealing with the incapacity of a loved one, whether by trust, powers of attorney or guardianship.


Planning Ahead
The most important things, and the best job, is to plan ahead for needs. Too many people equate estate planning with tax planning. Although we're good at the latter, that is only a tool to carry out your goals -- what do you want to happen under these events?


Plan for Incapacity
In many cases, this is more important than the wills
-- the wills provide for others. But how about planning for others to take care of you?



Business Planning and Buy-Sell Agreements
This is an issue which overlaps incapacity and death. Are you in any form of business, including ownership of property, particularly with others? Can it continue if something happens to you? If you're with others -- do you want you or your family in business with your partners running it? Do you want your partners family in business with you? All of these can be eased by planning ahead.

Death Planning

 

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