Estate planning is an essential service for all individuals, not just for the wealthy. Just as essential as your operations, estate planning is a critical part of managing your business and personal assets. We handle both personal and business succession estate planning for a variety of people, including high-net-worth individuals. As an essential extension of our services, we make sure day-to-day operations and plans for the future of your business are as thorough and well-rounded as possible.

• Simple and complex estate plans, including revocable and irrevocable trusts
• Last wills and testament
• Financial durable general powers of attorney
• Healthcare powers of attorney
• Living wills
• Mental health care powers of attorney
• HIPAA release, and authorization forms
• Business succession planning
• Assignments of company interest
• Property agreements
• Property transfer documents, including Beneficiary Deeds, Warranty Deeds, and Quitclaim Deeds
• Buy-sell agreements
• Deferred compensation
• Family business structures

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