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Basic Estate Planning for Individuals and Families

We counsel families and individuals with basic estate planning needs, which include directing the distribution of assets, minimizing taxes, incapacity planning and probate avoidance. During estate planning, we prepare wills and trusts, create financial powers of attorney and medical directives (living wills), and help you choose guardians and fiduciaries such as trustees and estate administrators.

As part of a client's estate planning, we counsel regarding integrating life insurance policies, retirement accounts, business interests, real property and collectibles into the overall estate plan.