A well-drafted estate plan is the foundation of every other financial decision you make. For individuals and couples who want clarity, control and the assurance that their wishes will be carried out.

• Revocable Living Trust

• Pour-Over Will

• Advance Healthcare Directive

• Durable Power of Attorney

• Trust Funding Guidance

For clients with complex estates, including various business interests and real estate and who have a vision of what they want to leave behind for generations.

• Irrevocable Life Insurance Trusts (ILITs)

• Spousal Lifetime Access Trusts (SLATs)

• Grantor Retained Annuity Trusts (GRATs)

• Dynasty Trusts & Generation-Skipping Planning

• Charitable Planning (CRTs, DAFs, Foundations)

• Business Succession & Exit Planning

• Coordination with Financial Advisors & Family Offices

For clients who are thinking beyond the transfer of assets and toward the impact of what they leave behind.

Legacy planning is where estate planning meets intention. It is the work of deciding not just who receives what, but what your wealth does in the world after you. Whether you are building a philanthropic vision, preparing a business for what comes next or creating a structure that reflects your values across generations — this is that conversation.

What's included:

• Business Succession Planning

• Gifting Strategies & Annual Exclusion Planning

• Charitable Remainder Trusts (CRTs)

• Donor-Advised Funds (DAFs)

• Private Foundations

• Family Limited Partnerships & LLCs

• Generation-Skipping Transfer Planning

• Philanthropic Vision & Structure

• Letter of Wishes

For clients who have a plan and want to know if it still works.

Estate plans are not set-and-forget documents. Tax laws change. Families change. Assets change. A trust drafted five years ago may no longer reflect your wishes, your circumstances or the current legal landscape.

This firm offers thorough, independent reviews of existing estate plans, whether drafted by another attorney, inherited through a family member's estate or generated with the help of an online tool or artificial intelligence.

AI-generated estate planning documents are becoming increasingly common and increasingly convincing. They can produce language that looks correct and reads as professional. What they can’t do is understand your life or have a meaningful dialogue with you and your family.

If you have a plan you didn't have a lawyer review, or one you're no longer certain reflects where you are today, a second opinion is a worthwhile investment. It is almost always less expensive than discovering a problem after the fact.

What a plan review includes:

• Comprehensive review of all existing estate planning documents

• Analysis of trust funding and asset titling

• Beneficiary designation audit and coordination

• Identification of gaps, inconsistencies or outdated provisions

• Written summary of findings and recommendations

• Optional follow-up engagement to implement revisions