Estate Planning & Probate

Our firm has extensive experience in estate planning, probate, and elder law issues. We represent individuals, couples, businesses, and families with co-owned properties of every type.

  • Estate Planning. We must all take control of our estate or someone else will, usually the state. Comprehensive estate planning begins with a consultation with an estate planning attorney to discuss your assets, desires and wishes, and a discussion about who should represent your estate and who should get your property. The typical estate plan will include a Health Care Directive, Power of Attorney, a Will, and review of accounts to ensure they have updated Payment on Death provisions. Other estate planning tools may also be available, such as a Trust or Transfer on Death Deeds. If you co-own property with others, such as a family cabin or recreational property, we can address those unique issues as well in a manner that makes sense for you, taking into consideration tax implications.
  • Succession Planning. Succession planning is about passing an entity on to the next generation. This might include a business or a special purpose entity holding property, like a family cabin LLC or other recreational property. Whether you are the sole owner of the entity or there are several, we can work with you to identify the best way to make these transfers to the next generation.
  • Elder Law. Elder Law is about the twilight years of a person’s life. The issues that most frequently arise here relate to elder abuse, medical assistance, social security issues, long term care in senior living facilities, hospice care, and pre-paid funerary expenses. Keeping these issues in mind as we put in place your estate plan is necessary to provide you with the estate planning value you expect and deserve.
  • Probate. Probate is about the legal process of administering the estate of a deceased person. Probate can be expensive, time consuming, and stressful for those who have recently lost a loved one. We have handled probate administration for many years and we can guide you and your family through the process. Proper estate planning may help you to avoid probate altogether. We can counsel you in your estate plan concerning the reasons why probate should be avoided or if, in your case, probate would be the preferred alternative. Either way, taking control of your estate and understanding the probate process is a gift we can all give to those we leave behind.

We offer estate planning packages specifically tailored to your needs and goals at a flat fee. There is no cost to sitting down with one of our attorneys to discuss your estate needs and how we can fulfill them. Whether your estate is small and simple or great and complex, everyone needs to have a plan in place.

We understand that this conversation may be uncomfortable. Many avoid estate planning precisely because it is uncomfortable. Our compassionate staff and attorneys understand and will gently guide you through the process. Contact us today and take control of your estate.