Estate Planning

The term “Estate Planning” can seem overwhelming or pretentious, but every person over the age of 18 should have documents in place to protect themselves, their loved ones, and their property in the event of his or her death or incapacity. The work we do together will establish who has access to and control over your financial assets and medical information/treatment if you are unable to act on your own behalf.

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We do this through a set of documents that may include a trust, will(s), powers of attorney, and healthcare authorizations. We will meet with you to discuss your personal situation and tailor a plan unique to you and your family’s needs and budget. Our goal is always to make a plan that allows for the most flexibility during your lifetime, while offering the peace of mind that comes with knowing you have provided for your loved ones by completing this work.

 

Please contact us below to get started. We are members of a national network of estate planning attorneys and can connect you with a trustworthy advocate if you need assistance in an area we do not serve.