Our attorneys are highly experienced and skilled in all aspects of estate
planning. We believe estate planning is about people. While tax planning is
important, it is secondary to accomplishing the client’s goals in transferring
assets to those people and/or charities that are important to the client.
We believe that the foundation of a good estate plan is good communication
between the attorney and client. Toward that end, we do most of our estate
planning for a fixed or maximum fee so that our clients can explore concepts
without fear the fee will be higher.
Further Planning Issues and Situations
Some clients have estates that demand special knowledge and care to plan and administer. Our attorneys collectively have almost a century of legal knowledge that we can bring to bear in planning. Some examples of special situations are listed below: