Wills + Estate Planning

Many people understand the importance of having a Will but not everyone is aware of the benefits of retaining a lawyer to draft and finalize a Will. The security you gain by hiring a lawyer goes beyond knowing that your Will meets technical requirements and will hold up in the face of challenge. You will also know that you have explored the full range of issues that a Will can address and understand how it fits into the context of your broader estate planning.

Our Wills, Estates + Trusts Team can advise you on how to most effectively arrange your affairs to avoid unnecessary probate taxes or litigation and to ensure your loved ones, assets, and business interests are protected in the event of death or incapacity.

Some of the services we offer include:

• Multiple Wills to avoid or minimize probate tax
• Mirror Wills for spouses
• Trust planning
• Special-needs planning
• Charitable giving
• Retirement planning
• Business succession planning
• Estate-related real estate planning
• Incapacity planning

When we meet with you, we will review your particular circumstances and make recommendations regarding what should be included in your Will such as:

• Testamentary trust provisions
• Appointment of guardians for minor children
• Identification of an estate administrator, or executor, for the estate
• Special provisions for asset distribution, such as charitable donations