Estate Planning
Develop an Estate Plan That Meets Your Needs.
Each family is unique. An estate plan should reflect that reality - instead of being a fill-in-the-blank form or a cookie cutter set of instructions. Our estate plans will be based on your individual situation and goals, allowing you to protect your assets and pass on your wealth, wisdom, and values to your loved ones in the most efficient and cost-effective way possible.
When you work with us, you can be confident that your estate plan will be current, take advantage of the latest planning opportunities, minimize taxes, and address your goals using an approach that makes sense for you. Our estate planning process starts with a free consultation, where we will listen to you, offer insight into how we can help, and explain exactly how much it will cost to put together an estate plan.
If you choose to hire our law firm, we will take the time to understand your concerns, your family dynamics, and your goals for your family’s future. Whether you are looking to create your estate plan for the first time, or to update your existing plan, we can help you create a comprehensive and personalized estate plan. We will give you peace of mind that your wishes will be followed.
Contact us today to begin planning for your future.
What can be included in an Estate Plan?
Although everyone’s plan is different, typically, an estate plan includes a Will, Durable Financial Power of Attorney, Health Care Power of Attorney, a Living Will and a Kids Safety System (if you have minor kids) to document your wishes.
Depending upon your situation, an estate plan may include:
Wills
Trusts
Asset Protection Planning
Charitable Giving
Transferring Real Estate
Prenuptial or Postnuptial Agreements
Business Succession Planning
Durable Financial Power of Attorney
Health Care Power of Attorney
Living Will/Advanced Health Care Directive
Naming a Guardian for your Children
Kids Safety System
Special Needs Planning