Estate Planning

Detailed & Customized Estate Planning

Estate planning is one of the most important steps you can take to ensure your loved ones are protected. A proper estate plan allows you to be in charge of your assets and your health care, providing peace of mind not only to you, but also to your loved ones by helping them avoid the frustration, expense, and delay of trying to manage your affairs after your death or disability. When preparing your estate plan, we carefully consider your individual needs and goals, tailoring each document to your particular situation.

We can assist you with Revocable Living Trusts, Wills, Durable Power of Attorney for Financial Management, Advance Health Care Directives, Marital Property Agreements, Guardianship Statements, and much more. We ensure that your property is properly titled and your trust is appropriately funded. We will help you create a plan in case of incapacity or disability, and help you avoid the possibility of future litigation. As your circumstances change and evolve over the years, we can help you amend or revoke your documents, ensuring your estate plan meets your current needs.

Revocable Living Trust

A Revocable Living Trust is a document in which you name your beneficiaries and how, when, and in what manner they will inherit your estate. A trust allows you to avoid the frustrating probate process and provides you with the freedom and flexibility of being able to amend it at any time.

Wills (Last Will & Testament)

A Pour-Over Will accompanied by a Revocable Living Trust ensures your beneficiaries will inherit your assets without having to endure the probate process. A Pour-Over Will guarantees that any assets not titled in the name of your trust flow directly to your trust after your death. The Pour-Over Will also appoints guardians for your minor children.

Durable Power of Attorney

A Durable Power of Attorney for Financial Management allows you to select a loved one to act financially on your behalf if you become unable to do so. You can grant the person you choose broad or limited powers to act on your behalf in banking, real estate transactions, stock and bond transactions, and much more.

Advanced Health Care Directive

An Advanced Health Care Directive provides guidance to your loved ones and your physician about your health care preferences and end of life decisions. It relieves your loved ones from having to ascertain your wishes and having to make serious medical decisions for you during times of stress and anxiety.