Estate Planning
A Plan to Achieve Your Goals
Many people become ill and die without preparing key estate planning documents. By not planning, you may give up control of the assets you spent a lifetime acquiring. A comprehensive estate plan is a cost-effective means to ensure that your goals are documented and your estate is distributed according to your specific wishes.
A Plan to Protect Your Estate
We help our Estate Planning clients understand the importance of having a Trust or Will, the different ways property is transferred when someone dies, and the most effective ways to minimize estate taxes and avoid probate of their estate.
A Plan in Case of Disability
We also help clients plan for disability by designating a financial power of attorney and other protective measures. We help clients document their desired medical care in case they are unable to communicate their wishes in the future.
Services Include:
- Trusts, Wills and Probate Avoidance
- Powers of Attorney and Health Care Directives
- Charitable and Legacy Planning
- Estate Tax Planning
- Appointment of Trustee and/or Personal Representative
- Administration and Settling of Trusts
For more information about how we can fulfill your needs, please fill out the form below or contact us directly via email or phone: