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Trusts and Estates Planning

  • Discussing and developing an estate plan can be very uncomfortable.  As a result, most people put it off until a tragedy is looming or often, when it is too late. 

    However, whether or not you realize it, you already have an estate plan – it is called Intestate Succession.  If you die without a will, the state will decide how to administer and divide your property.  The same applies if you become incapacitated.  The best way to deal with these difficult times is to develop a plan.  We are here to help through the process.

    Ms. Steele is a seasoned tax attorney who understands the tax implications and complexity of achieving an estate plan.  We work with you to tailor a specific estate plan to meet your needs.

    We provide the following services:

    • Wills
    • Revocable and Irrevocable Trusts
    • Life Insurance Trusts
    • Business Succession Planning
    • Marital Trusts
    • Advanced Medical Directives
    • General Durable Power of Attorney
    • Planning for Same-Sex Couples
  • Contact us to begin your planning.