Estate planning involves arranging how your assets will be managed or distributed in the event of your death. It typically includes creating a will, designating beneficiaries, and may involve trusts or other legal tools to minimize taxes and ensure your wishes are carried out. Consult with us so that we can help you plan to your specific needs.
Our offerings include:
Wills and Trusts
Crafting legally sound wills and trusts to ensure your assets are distributed according to your wishes.
Living Wills and Healthcare Directives
Establishing documents that outline your medical preferences and appoint someone to make healthcare decisions on your behalf if needed.
Power of Attorney
Drafting documents that designate individuals to manage financial and legal matters on your behalf in case of incapacity.
Asset Protection
Developing strategies to safeguard assets and minimize potential tax liabilities.
Probate Avoidance
Creating structures like living trusts to help assets bypass probate, streamlining the distribution process.
Beneficiary Designations
Ensuring that beneficiary designations on accounts and insurance policies align with your overall estate plan.
Our goal is to provide a comprehensive estate planning package that reflects your unique circumstances and preferences, providing peace of mind for you and your loved ones.