Practice Areas
Estate Planning
When you hire our firm to help you with your estate planning, we review your financial concerns, taxes, family dynamics, and your desired legacy with you. Then, we draft a comprehensive set of documents, including a revocable living trust, health and financial powers of attorney, and other documents.
Tax Planning
No one likes to pay more taxes than necessary. We work to help you leverage five separate categories of taxes to achieve the best overall tax results and the best family relationships.
Coordination of International Estate Plans
Trust Modification
Trust Administration
Probate Administration
Probate is a formal court process wherein the court grants an individual the power to administer a decedent’s estate. Probate is necessary in three situations: 1) the decedent has no will or trust; 2) the decedent has a will, but no trust; 3) the decedent left an asset out of their trust.
Real Property
Owning real property is complicated. The upside of ownership is cash flow, return on investment, appreciation, and depreciation deductions. The downside of ownership is management time, increased liability risks, creditors’ claims, and various taxes. We advise those seeking to coordinate their real estate portfolios with comprehensive tax planning and asset protection.