Welcome to our law firm’s website. We are proud of the work we do, the professional manner in which we serve our clients and community, and the relationships we have established and nurtured over the years. We are looking forward to many more satisfying years of service to current and new clients. This web site represents an extension of our commitment to client service.
Our mission is to provide our clients with thoughtful representation which results in effective estate, real property, and business planning solutions through the prompt, efficient, and cost-effective delivery of legal services. Where appropriate, we strive to work closely with our clients’ financial planners, accountants, and other advisors to create and implement a cohesive plan. We analyze each client’s individual desires, business and financial goals and custom tailor an estate or business plan which serves their individual needs. Our services range from providing income and inheritance tax avoidance strategies, wealth transfer vehicles, and other asset protection measures for individuals and businesses of a wide variety of sizes and complexities.
Services we provide include (but are not limited to):
➣ Creating wills, revocable living trusts, powers of attorney, and heath care directives;
➣ Harmonizing tax, business, and personal goals;
➣ Creating family and closely-held business succession plans;
➣ Establishing irrevocable life insurance trusts;
➣ Planning for IRA and retirement asset retention and distribution;
➣ Creating education plans for children and grandchildren;
➣ Planning for parents with children who have disabilities;
➣ Creating and implementing charitable giving strategies;
➣ Advising fiduciaries with respect to probate and trust administration;
➣ Establishing guardianships and conservatorships;
➣ Advising family limited liability companies and other businesses;
➣ Forming business entities and preparing shareholder and other business agreements; and
➣ Providing services to family tree farm owners.
We value our personal and professional relationships with our clients, and strive to exceed expectations with all of our work here. We invite your questions and your feedback, and look forward to having the opportunity to serve you.