Estate Planning

We tailor our estate planning services to address the short and long-term interests of our clients.  From basic wills and medical powers of attorney to more complex trusts and family LLCs, we can help you ensure that your loved ones are adequately protected and provided for with a minimal amount of associated red tape. We are focused on creating the best possible estate plan to meet your particular needs and achieve your goals.

Our estate planning services include:

  • Succession planning for closely held businesses
  • Last wills and testaments
  • Powers of Attorney (medical and general)
  • HIPAA Authorizations
  • Asset Protection
  • Charitable and Family Foundations
  • Gift Tax
  • Charitable Giving
  • Family LLCs
  • Probate Avoidance

Practice Group Leader:

Robert Keating

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