Estate Planning - Securing Life's Milestones

Every adult needs a will, no matter their assets or stage of life. We will draft a legally binding will that protects your assets and your family. Your document will include traditional provisions, but is flexible - from pet care to donating to your favorite charity.

Trusts often are a central component in many estate plans.  They offer a level of asset protection for your heirs to protect your family’s legacy from being diffused by future divorce, creditors, or bankruptcies. They also avoid the costs of probate (time, money, lack of privacy, and lack of control). 

It is essential for adults to have a living will. In the event that you become unable to communicate your wishes, your living will ensures that your medical preferences will be carried out.

Power of attorney identifies trusted family or friends and gives them limited or full authority to make financial or medical decisions on your behalf if you are unable to do so.

We work with financial planners and tax professionals to plan for larger estates. For individuals with liability exposure from their professions or those wishing to protect their investments and legacy, we can help implement strategies to protect what is yours. This type of planning ensures that your legacy will be passed on to future generations of your family.