Estate Planning2016-12-27T00:19:20+05:00

Estate Planning

In the area of estate planning, we draft wills, trusts, powers of attorney and advance health-care directives that address both the personal objectives and tax planning concerns of our clients. We assist clients in the design and execution of lifetime giving programs, including the establishment of irrevocable trusts for life insurance, real estate or other assets for the benefit of family members or for charities. We also assist clients with family partnerships and closely-held corporations that directly relate to their estate planning objectives.


Exchanging Information
Scheduling Initial Appointment
Legal Fees
Preparation of Your Documents
Storage of Documents
Multiple Clients
Retitling of Assets
Retirement Plans
Our Firm as Your Fiduciary

Pembroke by Sarah Knock
The works of art represented on are part of our collection of paintings done by local artists. The collection is on display at our offices at Two Monument Square. For more information about the works and the artists click here…