Estate Planning
Whether your priorities are simple or more complex, we will listen carefully to your concerns and work with you to design the best planning strategies to accomplish your goals.
Probate and Estate Administration
Our Estate Administration Team has experience managing small and large estates. We can help explain the process and make sure it never becomes overwhelming.
Trust and Fiduciary Services
Trusts can be valuable tools in estate planning. But trusts are so much more than pieces of paper. We can help you manage your trust effectively so it can accomplish the results it was created to achieve.
Asset Protection
It's important to understand the options for protecting your beneficiaries.

Why Choose Us

We like what we do. We choose to do this and nothing else. We enjoy the process. We are not a general practice firm. We can happily refer you to other excellent attorneys who handle divorce, personal injury, criminal defense or bankruptcy, but our areas of practice are limited. We keep our focus narrow so we can provide meaningful value to our clients.

We love our clients. We work with some fantastic people. They include business owners, academics, entrepreneurs, artists, engineers, doctors, grandparents and first-time parents. We learn from our clients and enjoy the opportunity to share what we have learned to make the process better for others.

We have experience. We have deep roots in the community. We have grown through our collective experiences. Every day we see the places where the law intersects with the real world. Our experience influences the planning decisions we make every day so our clients experience fewer “bumps” in the road.

How We Can Help

Estate Planning

A well-maintained estate plan does more than pass assets at the time of your death. It provides comfort and peace of mind. It ensures that you can be well cared for if you cannot care for yourself. It also provides clarity and organization for the transition of assets after your death.

Probate and Estate Administration

The death of a loved one can be overwhelming and confusing for those left behind. That it is why it is important to have experienced advisors who can simplify the process, answer questions, and make sure that the Decedent’s estate planning goals are fully achieved.

Trust and Fiduciary Services

If you have been named as a Trustee, you should fully understand your responsibilities. Unless you are a professional, this is hard to do without seeking the advice of experienced advisors. Our Trust and Fiduciary Services team can help you make informed decisions, and assure trust beneficiaries that you are taking your responsibilities seriously and want to manage their inheritance safely and effectively.

Asset Protection

When leaving an inheritance to beneficiaries, consider how best to insulate that inheritance from the risks of the outside world. Can any estate, gift, or future income tax be mitigated or avoided? Can assets be sheltered from a possible divorce or business liability? Is a beneficiary disabled and receiving public benefits? Asset protection strategies can help safeguard the resources you are passing to loved ones.

Call us at (203) 453-1490
to learn more.

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