Estate Planning

We preserve your assets and
help your family thrive.

Estate Planning and Administration

You’ve dedicated your life to caring and providing for your family and loved ones. Along the way you may have accumulated assets, paid for camps, colleges, and weddings, or maybe that is still just the plan. No matter your stage of life, there is always the need to plan for the future. We are here to help you reach your goals and preserve your assets to benefit both you and your family.

Thoughtful estate planning should provide peace of mind that you are preserving what you have worked for, but it can even be an opportunity to elevate your family and benefit them long into the future. An experienced estate planning attorney knows what legal tools are available and how to use them to achieve your goals.

There is no one-size-fits-all estate plan. We take into consideration your financial situation and the specifics of your family. Only after we are familiar with you will we discuss possible solutions and together we develop a plan best suited to your needs and goals.

But, don’t worry, while it may sound like a daunting task, we respect your time and keep the process simple for you.

If you would like to discuss our assisting you with your estate plan or to review your current plan and documents, please schedule a call or meeting.

TESTIMONIALS

Words From Clients

Jeff was a great attorney to work with on the sale of our business. When problems popped up for the buyer to close, his manner kept everyone calm, both us and the buyer, and he came up with great solutions.  Jeff's experience definitely shows, and we'll be happy to work with him again.     - Elizabeth B.

Our CPA recommended Jeff to help us with our estate planning and transferring our business to our kids. Jeff was a friendly guy and understood the business and personal issues we were concerned about with giving the business to our kids. He came up with a great plan that reduced the taxes and made sure the business would stay open after we retired. We think our estate plan we made with Jeff will really help our family after we're gone. We are happy our CPA recommended him and with the work Jeff did for us. - Tom D. 

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