Estate Planning
Estate planning is the process of ensuring the disposition of an individual’s property consistent with his or her wishes. Considerations in estate planning vary with each client. We strive to understand each client’s objectives and, through the use of a variety of customized documents, assist clients in accomplishing their personal estate planning goals.
Estate Administration
We assist clients with all aspects of probate and estate administration. Probate is the legal process by which an individual’s will is admitted by the probate court and assets subject to probate are transferred. Estate administration includes the probate process as well as transfers of non-probate assets such as life insurance, annuities and trust assets.
Incompetency Issues
When faced with the incapacity of a family member, clients often turn to us to assist them through the process of establishing guardianships and/or conservatorships. A family member who is no longer able to make responsible decisions concerning his or her person may require the appointment of a guardian. A family member who is no longer able to make responsible decisions concerning his or her property may benefit from the appointment of a conservator. These proceedings are often emotionally difficult for the family. We assist and support our clients through these proceedings.
Affiliations
