Why Estate Planning is Essential
Estate planning ensures that your wishes are honored and your family is protected. Without a clear plan, decisions about your assets, healthcare, and loved ones may be left to the courts.
A properly prepared estate plan provides clarity, control, and peace of mind for you and those you care about.
Estate Planning Services
We assist individuals and families with thoughtful estate planning tailored to their needs, goals, and circumstances. Our services include:
Wills
Clear instructions for asset distribution, guardianship, and executors. Wills provide you and your family peace of mind that your intentions are carried out.
Trusts
Planning tools designed to manage assets, avoid probate, and protect beneficiaries.
General and Medical Power of Attorney
Financial and medical authority to ensure decisions can be made if you become incapacitated.
Qualified Personal Residence Trust
A qualified personal residence trust, or QPRT, can help protect your residence from creditors and provide an efficient means to transfer your property to your heirs, all while continuing to enjoy your personal home.
Advance Directives
Healthcare instructions that provide clarity and peace of mind for you and your loved ones.
Our Estate Planning Process
Our estate planning process is designed to be straightforward and efficient while ensuring careful attention to your goals.
Consultation
We begin with a discussion of your family, assets, and objectives. We will also review any previous planning you have completed.
Planning & Drafting
Your documents are prepared based on your specific needs identified in the consultation process. Here, we may also consult with your other advisors, such as accountants or financial advisors, to create a cohesive plan.
Review & Execution
We review your plan together and ensure proper execution.