Estate Planning

We collaborate with our clients to help them preserve their wealth during and after their lifetimes. We create a customized estate plan based on each client’s unique circumstances and wishes. Our goal is to provide our clients with the information needed to feel comfortable and confident in every decision made in their estate plan.  Estate plans give people peace of mind, providing them with a plan to protect themselves and their families, especially in dealing with unforeseen situations such as illness or injury.

AdobeStock_85653555.jpeg

Estate Plans

Everyone’s estate plan looks different and is based on each client’s particular needs and wishes. We get to know our clients to determine what their estate plan should include to achieve their goals. For example, parents of young children will have a different plan than someone who doesn’t have children or has adult children. Whatever a client’s wishes are, our goal is to educate them so they are able to make informed decisions regarding their estate plans.

Many legal tools are available to help clients achieve their wishes, both while living and upon death, some of which include:

  • A Durable Power of Attorney

  • A Healthcare Power of Attorney

  • Advanced medical directives (e.g., a Do Not Resuscitate order)

  • Wills

  • Living Trusts

  • Special Needs Trusts

  • Asset Protection Trusts


Why create an estate plan?

You will have peace of mind. You will have a plan to ensure your wishes are carried out rather than family members trying to guess or the government making those decisions for you. Your family members, trusted advisors and caretakers will also have peace of mind knowing you have a plan in place to handle difficult situations such as death, illness, or injury, so they are not left guessing how to proceed.

Schedule an appointment below for a complimentary consultation and to receive information on creating your custom estate plan.