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Practice Areas

Estate Planning & Probate

Our firm urges clients to organize financial and personal matters in order to avoid inconvenience and plan for future changes in life. We make sure your wishes are carried out and that the process is done in an organized and cost-effective manner. Estate planning can provide for management of property and assets, control the distribution of property, minimize taxation and eliminate confusion for family members. The following are some of the types of tools and services provided to assist in such planning:

  • Wills and Trusts
  • Revocable Living Trusts
  • Succession Planning for the Closely Held Family Business
  • Planning for Incapacity or Disability
  • Probate Administration
  • Health Care Declarations
  • Powers of Attorney
  • Guardianships and Conservatorships

We also provide comprehensive legal services following the death our clients’ loved ones, including probate administration and counseling and services with respect to estate tax and fiduciary income tax filings.

Please contact David L. Forman at, Michelle M. King at, or by telephone at 800-351-2393 with your estate planning or probate questions.

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