Estate Planning & Probate
A good estate plan is equal parts legal document and financial strategy — which is exactly where a CPA-attorney adds value. We design plans that carry out your wishes, protect your family, and account for the tax consequences most templates ignore. From a straightforward will to layered trust structures, we cover the full arc: building the plan while you're here, and guiding your family through probate and trust administration when the time comes. The goal is simple — clarity for you now, and far less burden for the people you leave behind.
What we handle
- Wills & revocable trusts
- Powers of attorney & healthcare directives
- Trust administration
- Probate & estate administration
- Legacy & wealth-transfer planning
Frequently asked questions
Do I need a trust if I already have a will?
It depends on your assets and goals. A revocable trust can keep your estate out of probate, preserve privacy, and give you finer control over how and when assets pass to your heirs. We'll tell you honestly whether a will alone is enough for your situation.
How often should I update my estate plan?
Review it every three to five years, and always after a major life event — marriage, divorce, a new child, a death in the family, a business sale, or a significant change in your assets. An out-of-date plan can be worse than none at all.