Estate and Retirement Planning

We believe that wise financial planning is about more than making sure your affairs are on order when you pass away. Our seasoned estate and retirement planning attorneys help individual clients structure their finances to ensure they can enjoy their retirement years in comfort.

Our firm knows that you have worked hard your entire life to build up your wealth. We want to honor your hard work and preserve your wishes for your lifetime and the lifetime of your children and grandchildren. We counsel clients on the latest changes in estate taxes and probate avoidance.

We believe that clients who start their estate and retirement planning efforts early live a richer, more peaceful life. Their financial goals are focused and their minds are free from worry about the future.

Special Need

Our estate planning attorneys also assist clients with creating trusts for beneficiaries with special needs.  Whether a beneficiary struggles with dependency, addiction, poor money-management, a disability or other special circumstance, proper planning can allow those with special needs to benefit from such trusts, while minimizing the risks and negative consequences to a beneficiary that are associated with uncontrolled distributions.