As difficult as it can be to contemplate what will happen to your possessions someday, we specialize in a personal approach to help you make decisions to protect your assets and your loved ones.
Estate Planning directs a larger portion of your assets, upon your death, to the people you would like to see have them, and may also reduce the tax burden that your estate and/or your beneficiaries may face.
Whether you are single person or a couple (traditional or non-traditional) an estate plan is comprised of one or more documents that provide you with control over the decisions about your loved ones and financial affairs in the event of your death or incapacity. Such documents include :
An Estate Planning Project
Will (Testamentary Will)
Trusts (Revocable and Specialized Trusts)
Release for Confidential Medical Information
Living Will and DNR Orders
Power of Attorney for Property/Finance
Power of Attorney for Health Care
Our approach to an estate planning project begins with an initial visit, where you share your goals, expectations and concerns with us and we explain the estate process, the hurdles and advantages in your particular situation.
Based on the information you share with us, we provide you with a summary of the visit to ensure we understood you, and we present you with recommendations on how to achieve your goals at different price point options. Once you select an option, we begin working on your project at your desired pace.
A good Estate Plan has three main goals:
1. To pass your property to the people you choose.
2. To reduce or eliminate expenses, taxes, court interference and wasted time during the transfer of the property.
3. Eliminate the ability for others to interfere in your decisions.
Links for your information