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Estate Planning

No one likes to think about what might happen in the case of death or disability. Taking time to plan today can protect you and your loved ones in the future. With proper Estate Planning, you can save yourself and your family from uncertainty, unneeded costs and administrative delays. 

Our goal is to provide our clients with Estate Planning that emphasizes:

 

  • A durable power of attorney to manage your affairs in case of disability.

  • Appointment of an agent to make healthcare decisions in the event you cannot make those decisions yourself.

  • Disposition of assets to control tax liability.

  • Appointment of guardians to raise minor children.

  • Appointment of individuals (or entities) to handle the minors' assets.

  • Special circumstances - disabled beneficiaries, 2nd marriages, etc.

  • Trusts – tax avoidance, preserve benefits, asset protection, custody of minor’s inheritance, etc.