Wills, Trusts and Estate Planning

Our attorneys work with our clients to tailor estate plans to meet their individualized needs, whether that be a straight-forward will or a more sophisticated estate plan. Every client is unique and has different objectives and concerns. We thoroughly analyze each client’s personal, family, and economic goals and develop an estate plan that meets those goals. Our clients rely on us to guide them through wealth transfer issues, including asset protection, probate avoidance, and estate and gift tax planning. While contemplating your mortality is never pleasant, easing the transition of your property and providing for the handling of your affairs can give you peace of mind. For young families, we are sure to nominate guardians to raise minor children if the need were to arise. Our attorneys utilize the available legal tools to meet your family’s specific needs.

Our services include:

  • Wills
  • Revocable Living Trusts
  • Business and Health Care Powers of Attorney and Living Wills
  • Estate Tax and Portability Planning
  • Lifetime Giving (Irrevocable Life Insurance Trusts and Annual Exclusion Gifts)
  • Transfer-on-Death Deeds
  • Special (Supplemental) Needs Trusts
  • Charitable Trusts, Foundations, and Giving
  • Elder Law (Long-Term Care and Medicaid Planning)


Peter L. Peterson

Eric N. Anderson

Greg A. Bengtson

Joshua C. Howard

Jessica L. Stoppel

Jeffrey A. Norris