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ESTATE PLANNING

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Preserving your family's wealth and legacy is at the heart of the intention for estate planning. If you choose not to create your own estate plan, the government has established a standardized one for you, and your family will have to go through probate to learn of that plan. The government's plan is likely not how you want to distribute your assets or have your affairs handled.

Estate planning is not for the ultra rich or the mega wealthy. That's a myth. Estate planning is for most, if not all folks.

We can help with all of the following concerning estate planning:
 

  • Irrevocable Trusts

  • Revocable Trusts

  • Will Drafting & Revisions

If you have children and pets, we can also help with:

  • Establishing guardianship for your children

  • Caring for your pets

If you're concerned about a loved one that has a disability, we can help with:

  • Special Needs Trust

If you have concerns about becoming incapacitated (not able to make decision for yourself due to medical reasons, we can help with:

  • Advance Health Care Directive

  • Durable Power of Attorney

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