Family Wealth & Estate Planning

Protect what you’ve built. Control how your wealth is shared. Leave a legacy. We listen to your goals and walk you through all matters involving wills, trusts, and other important estate planning and business succession planning documents. We also guide and direct you in navigating the challenges of asset protection, whether it involves transitioning your assets to maximize value and minimize taxes and expenses, or structuring a plan to reduce long-term care costs considering the ever-changing Medicaid rules and regulations. When a loved one passes away, we counsel and advise the family through the estate and trust administration process with sensitivity to the family’s legal and emotional needs. These areas require substantial knowledge and understanding of the law. We provide both. This is our way.

Learn about Hazlitt 1852 Winery's experience with our team in the video below. Read more here.