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Estate Planning & Taxation

Practice Area Contact:
M. William Morgan

Prudent, personalized estate planning solutions

    Planning well and providing clear direction for your family's future is one of the most important gifts you can ever give. The peace of mind you will receive once the process is complete is invaluable. Our attorneys have a wealth of experience helping clients ensure their final wishes are observed and their families are taken care of. 

    And informed by our deep knowledge of tax law, we are able to provide solid advice for limiting the tax liability associated with transferring assets to your loved ones, allowing you to keep as much of your assets in the family as possible.

    We offer a full complement of estate planning services, including the following:

  • Wills

  • Revocable Living Trusts

  • Irrevocable Trusts

  • Trusts for Minors

  • Asset Protection Trusts

  • Multi-generational Trusts

  • Special Needs Trusts

  • Estate and Gift Tax Liability Management

  • Probate Estate Administration

  • Trust Administration

  • General Durable Powers of Attorney

  • Advance Health Care Directives

  • Guardianships

  • Conservatorships

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