We support individuals and families with legal matters including but not limited to:

  • Medical proxy / Health Care Power of Attorney
  • Durable Powers of Attorney for financial and other matters
  • Last Will and Testament
  • Family Trusts, including codicils or amendments
  • Document research and discovery 
  • Planning for the birth of a child or disability of a loved one
  • Disposition of the client's personal and real property
  • Renovating the client's or a family member's home for accessibility

Do I need to update my estate plan? Review the Checklist: 

Ask yourself if any of these changes have occurred in your life since you executed your current will or trust.

  • Have you married or divorced?
  • Have relatives or other beneficiaries, or the executor/personal representative died? Or has your relationship with them changed substantially, and no provision is made in your will or trust for this contingency?
  • Has the mental or physical condition of any of your relatives or other beneficiaries or of your executor/personal representative changed substantially?
  • Have you had children or grandchildren, or have children gone to college or moved out of, or into, your home?
  • Have you moved to another state?
  • Have you bought, sold, or mortgaged a business or real estate?
  • Have you acquired major assets (car, home, inheritance, etc.)?
  • Have your business or financial circumstances changed significantly (estate size, pension, salary, ownership)?
  • Has your state law (or have federal tax laws) changed in a way that might affect your tax and estate planning?