Estate Planning

Estate Planning Documents - Click Here To Learn More

Estate planning isn't just for the wealthy.

The plan is more than just a will, more than just naming your beneficiaries; it's about making a plan that will help your family during a difficult time. We can help you with that.

Establishing an Estate Plan involves making a number of important and often difficult decisions….

* Who gets what assets and when?

* Who will have guardianship of your minor and/or adult disabled child/children?

* Do you have an Advanced Healthcare Medical Directive detailing how you want your end of life to be handled?

* Who do you want to serve as your "Power of Attorney?"

* Who do you want to name as your Trustee and Successor Trustee?

* How do you want to be remembered?

Keep in mind that a Will generally means it will have to go through the expense and time delays of Probate Court. Further, a Will is a "wish document" that can be altered in Probate Court proceedings based on the decisions of the presiding judge. So it is important to also have a Revocable Living Trust.

We can help our clients avoid probate by providing self-directed legal resources to implement and update wills, living trusts, advance directives. We do not provide legal or tax advice.

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