Skip to content

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!

Simple Estate Planning

HIPAA Releases

Medical Power of Attorneys

Financial Power of Attorneys


Medical Directives

Letters of Instructions

Complex Estate Planning

Basic Estate Documents


Tax Shelters

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