Wills and trusts

Wills, trusts, and estates

Wills, trusts, and estates

Estate planning means different things to different people.

For young parents, estate planning often means putting in place a framework in case tragedy strikes. That might include appointing a guardian to care for children, and setting up a trust to protect life insurance proceeds and other assets.

For others, estate planning might be focused on simplifying probate, protecting a special asset (such as a vacation home), preserving assets for loved ones, ensuring the right distribution of your estate, or creating a legacy.

We work closely with you to build a thoughtful, customized estate plan based upon your needs. At each step, we'll help you ask the right questions, and we'll explore various options that might make sense for you.

We provide services in the following areas:

  • Wills, Advance Directives, and Durable Powers of Attorney
  • Intervivos trusts ("living trusts")
  • Vacation home or cottage LLCs
  • Trust administration
  • Special needs trusts
  • Business succession planning

To learn more and explore your options, please contact us to schedule an initial consultation. During our meeting, you can share some of the details of your specific situation, and we can discuss how to move forward. We look forward to speaking with you.