Our goal is to develop personal and long-lasting relationships with our clients, treating them with respect and dignity.

What We Do

Estate planning has become a highly specialized field that covers a dynamic and complicated array of subspecialties. A person’s estate planning needs are largely issue-driven: parents of a special needs child concerned about protecting their child’s benefits; retirees looking to protect their estate from the costs of long-term care; business owners seeking to insulate their assets from professional liability; probate avoidance; estate tax minimization; to name a few. The reality is we live in a complicated world with challenging issues.

Because each person’s situation is unique, there is no one-size-fits-all approach to legal planning. As specialists in the field, we understand that the legal documents attorneys draft – wills, trusts, durable powers of attorney – are merely tools of the trade that need professional guidance to be properly applied to a person’s particular situation. The value of our services comes in taking planning to the next level.

With the expertise to navigate the complex planning issues faced by our clients, our approach is to provide a custom analysis of each client’s circumstances, strategize the best course of actions, and carefully develop our recommendations.

We then lead clients through our proven planning process that has been carefully designed for maximum efficiency and convenience.

In addition to estate planning and asset protection, we also offer a full array of traditional estate and trust administration services, elder law and Medicaid applications, special needs planning, probate services including estates and guardianships/conservatorships, corporate and small business planning, charitable planning, equine and pet trust services, and tax planning.

Clients of EPLO have our entire legal team at their disposal. Our long-time staff members are personable, efficient and most importantly share our vision for client service that includes prompt and proactive communication, and respect for our clients’ goals and timelines.