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Planning for your family, your responsibilities, and what changes next

Families can begin with wills and trusts, revisit plans when circumstances change, or seek help with probate and trust administration. For executives and owners, counsel can also consider how equity and business interests fit into an estate plan.

Estate Planning

Wills, trusts, powers of attorney, and healthcare directives considered in light of your family and goals.

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Tax Planning & Strategy

Coordinate estate and wealth-transfer planning with your tax professional for business owners and high-net-worth individuals.

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Elder Care & Aging Planning

Planning conversations for aging family members, including powers of attorney and healthcare directives.

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Estate Administration & Probate

Guidance for fiduciaries and families through probate and trust-administration matters.

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Special Needs Planning

Planning options for loved ones with disabilities, including special-needs trusts and coordination around benefits.

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Prenuptial & Postnuptial Agreements

Protect what you've built and set clear expectations together. Thoughtful marital property planning that coordinates with your estate plan and respects both partners.

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Charitable & Philanthropic Planning

Thoughtful charitable planning, including charitable trusts, donor-advised funds, and legacy philanthropy.

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Family Wealth Governance

Family governance and succession-planning conversations for families with shared wealth or responsibilities.

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Private Foundations & Charitable Vehicles

Structured philanthropic giving through private foundations, supporting organizations, and donor-advised funds.

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Digital Estate Planning

Planning considerations for digital accounts and assets as part of a broader estate plan.

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Life stage planning

Different chapters of life can bring different planning questions. These are common moments to consider a conversation with a lawyer.

Getting Married

Prenuptial agreements, ownership planning, and a thoughtful foundation for a shared future.

Prenuptial agreementsSeparate-asset planningBeneficiary updates

Growing Your Family

Protecting your children's future with proper guardianship designations and trusts.

Guardianship designationsEducation trustsLife insurance planning

Career Milestones

Coordinating equity and ownership interests with estate and wealth-transition planning.

Ownership planningEstate plan updatesWealth transitions

Acquiring Significant Assets

Planning how significant assets fit into your ownership, trust, and long-term estate plans.

Ownership planningTrust coordinationEstate plan updates

Approaching Retirement

Comprehensive estate planning, healthcare directives, and ensuring your wishes are documented.

Estate plan reviewHealthcare directivesBeneficiary audit

Caring for Parents

Helping aging parents with powers of attorney, healthcare directives, and family planning.

Powers of AttorneyHealthcare directivesFamily coordination
Representative photograph of a lawyer consultation

Planning around ownership and change

Foundational family planning and complex ownership transitions both deserve a deliberate conversation. The right starting point depends on your family, assets, responsibilities, and the decisions ahead.

A lawyer can help weigh the options, recommend practical steps, and coordinate documents with the other advisors relevant to your situation.

What to expect

Listening comes first

An initial conversation helps identify the circumstances and questions relevant to the work you are considering.

Plain language, always

A lawyer should explain the proposed work and key decisions in direct, understandable language.

A defined engagement

Before legal services begin, the lawyer can discuss the scope, timing, and next steps for the matter.

Ready to talk?

Find a state-specific Relevant Law practice to make a confidential inquiry and discuss whether the requested work is within scope.

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Conversation preparation

Prepare for a focused planning conversation.

Gather the documents you have, the family or ownership changes involved, and the questions you want to raise. The Client Intake Team can help identify the appropriate practice.

Open the Planning Guide