Estate Planning
estate planning

Estate Planning is a very important, and necessary, thing that just about everyone needs to do sooner  rather than later – or it may be too late! Proper estate planning – whether you have a small estate that needs just a basic estate plan or a sizable Estate that requires complex planning – involves talking through the issues with someone that really knows the law and can help guide you in deciding how you want things handled in the event of your death or incapacity. Once you have worked through all of the potential issues, then we can prepare the necessary documents that will put your estate plan in action when the time comes. Providing personal, individualized, caring service to each of our clients is our mission – and we are here for you!

Why Should I Set Up My Estate Plan?

  • Don’t allow the State to Decide
  • Prepare for Inevitable
  • Take out the Guess Work
  • Don’t Leave Things to Chance

What Types of Estate Documents Do I Need?

  • Last Will & Testament
  • Medical Power of Attorney
  • Statutory Power of Attorney
  • Medical Directive
  • HIPAA Release
  • Letter of Instructions

Do I Need a Trust?

It really depends upon your situation. There are a many different reasons to set up a trust, and there are a variety of types of trusts available. Some common types of trusts include:

  • Family Trusts
  • Generation Skipping Trusts
  • Special Needs Trusts
  • Testamentary Trusts
  • Irrevocable Life Insurance Trusts
  • Charitable Remainder Trusts