Estate planning is about more than wills, trusts and tax planning; it is also about preserving your family’s legacy and promoting your family’s values.

Managing wealth. We have the depth of experience to help you manage your wealth and transmit it to future generations and worthy causes. If your wealth includes ownership in a family or closely held business, we can also help you insure a seamless fit between your estate plan and your business transition plan.

Whether your estate planning needs are simple or extremely complex, we can bring peace of mind to you and your family. We will provide options and opportunities to fit your individual circumstances, and assist you with implementing and appropriately funding your plan to minimize probate court involvement once you are gone.

Our practice group expertly and efficiently provides counsel and assistance with:

Have you scheduled a meeting with your estate planning attorney but you are not sure what to bring with you? Please click here for a list of documents that will help us in preparing your will, trust and other estate planning documents.

Or, if you'd prefer to complete a more comprehensive document, below is a downloadable Estate Planning Questionaire. This document will centralize pertinent family facts and information, making it readily available in case of emergency. All information will be held in strict confidence. To print, please click the text in the green box. Go to file and print to print the page as a pdf. Depending on internet connection speeds, the page may take a few seconds to load.

Printable Estate Planning Questionnaire