Regardless of the size of your estate or the nature of what you own, we can assist you in developing an estate plan that best meets your needs and wishes. Sound estate planning is more than planning for your demise and determining who gets what when you’re gone. It is making sure that your assets are spent on your care in the manner you desire while you are alive but in need of assistance. It also means designating the right individuals and/or professionals to capably assist you in your greatest time of need. There are many other reasons estate planning is worth considering, from naming guardians for dependents and accommodating those with special needs to minimizing going to court or incurring taxes.

We handle all aspects of estate planning, including the preparation of the following documents:

• Last Will & Testament
• Revocable Living Trust
• Advance Healthcare Directive
• General Power of Attorney
• Designation of Individual(s) to Coordinate Celebration of Life
• Tangible Personal Property List
• All other documents related to estate planning

For those with potentially greater estate planning needs, please visit the Wealth & Tax Planning webpages and/or contact us for more information. We’re here to help.