We specialize in helping you build and protect your current and future assets and the assets of your loved ones and heirs. Feel free to contact us for a free phone consultation to see if we can help you with your situation.

ESTATE PLANNING

• Preparing living wills, healthcare power of attorney, and financial power of attorney
• Conserving wealth to protect those left behind along with creating wealth for your children and grandchildren (Intergenerational Wealth)
• Will and Trust planning and preparation
• Incorporating life, disability, and mortgage insurance as an estate planning tool
• Creating and establishing a budget
• Evaluating and compiling one’s assets and liabilities
• Estate Tax planning

PROBATE ADMINISTRATION

• Executor/Administrator representation and advice on the administration of estates and trusts
• Preparation and filing of all court documents for probate of a Will and appointment of administrators
• Preparation of executor, administrator and trustee accountings
• Evaluating the need for Year's Support Petition
• Counsel on investment decisions by executors and trustees
• Distribution of estate and trust assets to beneficiaries
• Counsel executors and trustees on preventing and handling disputes
• Representation in Will contest and miscellaneous proceedings in the Probate Court
• Extensive experience in serving as administrator and trustee of estates

GUARDIANSHIP AND CONSERVATORSHIP

• Evaluate the need for a guardian and/or conservator
• Prepare petitions and documents for the appointment of guardian and/or conservator
• Assist guardians and conservators with establishing a budget to submit to the Probate Court
• Counsel conservators on investment decisions for the ward
• Represent guardians and conservators on petitions for court approval for certain financial transactions
• Prepare conservator’s annual accounting reports for the Probate Court