Passion. Experience. Diligence.
Almost all individuals, regardless of age, marital status or net worth need to have an ongoing relationship and open conversation with a competent estate planning attorney. By creating a plan for the management of your assets in the event of disability and/or a plan for the disposition of your assets at death, the time and expense of the probate process and any potential estate tax liability, can be greatly reduced and the burden on loved ones can be minimized. One primary goal of Matherne & Davis is to develop long-lasting and valuable relationships with the people we serve.
We assist clients with comprehensive wealth management and estate planning strategies to best meet their needs and to help families with the transition of assets during lifetime and at death in the most efficient manner possible. Our services include the drafting and administration of wills, powers of attorney, trusts, and successions. In addition, we are experienced and available to counsel and advise clients in the areas of Medicaid planning, business formation, taxation and contracts.
