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.
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.
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.
- 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: