Wills,Trusts and Estates

 

Allow us to take the time to learn about you and your goals so that we can properly advise you on personalized legal options for planning.  Whether you need to plan for retirement, your children’s education, or create a will or trust that protects your family for the future, we can assist you.

 

Wills and Trusts

 

Regardless of the size or amount of your assets, you should plan for the future.  We will work with you to draft either a simple will or more complicated legal device that fit your individual and family needs.  We are committed to understanding your issues, helping you articulate your goals, and counseling you on your unique family dynamics.   

 

Probate

 

Probate is the legal process of settling a deceased person’s estate.  While it may be avoided if there was a living trust established prior to death, the process must be handled through the courts and it can be time consuming.  The probate process typically includes the gathering of assets, paying debts and taxes, paying necessary expenses, and distributing the remaining assets according to the law.  We can assist the personal representative or executor through this process.    

 

Planning for Modern Families

 

The consequences from a lack of planning can be devastating on loved ones and family members, but especially so for family members of the LGBT community given that many laws do not recognize certain family relationships.  We can work with your family to provide financial legal solutions specific to your individual circumstances, and a plan that protects your assets and estate.