Estate Planning
Estate planning is not merely document preparation. It is an effort to understand the client’s family, assets, beneficiaries, risks, and goals, then prepare documents that reflect that reality.
Services include:
- Wills and revocable trusts
- Powers of attorney
- Advance health care directives
- Asset protection and beneficiary planning
- Planning to reduce avoidable court involvement
How the firm approaches the work.
The first step is to identify the governing documents, the assets at issue, the fiduciary roles, the deadlines, and the practical pressure points. From there, the firm develops a plan that fits the facts rather than forcing the facts into a template.