Estate Planning


If you own property, are getting married or divorced, have children, own a business, want to make sure that your pet will be taken care of, or want to make a specific gift to someone, you should consult with an attorney about an estate plan. 

An “estate plan” may include any or all of the following:

  • Wills
  • Trusts
  • Powers of Attorney
  • Advance Health Care Directives
  • Special Needs Trusts
  • Conservatorships

We have several decades of experience assisting clients with their estate plans. Because no two situations are exactly the same, we sit down with our clients and discuss their desires in detail. We then go over the effect that each estate planning tool will have on them and their loved ones before recommending a particular course of action. Our primary goals are to ensure that our clients’ wishes are carried out and to minimize the expense and uncertainty their deaths may cause their loved ones.

In addition, our years of experience have taught us that the person you choose to administer your estate plan can be just as important as the plan itself. The wrong choice can lead to costly litigation for you, for your beneficiaries, and for the administrator. We therefore place particular importance on this choice. 

Everyone needs an estate plan.  If you are a beneficiary or administrator of someone else’s estate or trust and need advice, please call us for an appointment at (209) 723-3247.