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Estate Planning

Everyone Needs a Plan

It is neither difficult, expensive, nor time consuming to protect your assets and your family’s future with an estate plan.

There are three essential purposes to any estate plan:

  1. Avoid probate.
  2. Protect children.
  3. Have assets passed to whom you wish in manner you would like.

We utilize a number of tools to help craft an estate plan tailored to your unique needs and desires.

Estate Planning

Encompassing Wills and Trusts, Durable Power of Attorney, and Healthcare Surrogate, this is the backbone of your Estate Plan.

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College Kit

The College Kit is a set of documents that every parent needs when their kids go to college.

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Pre-Need

If you have a minor child, it is strongly recommended to have a designation of a guardian in case something were to happen to you and the other parent.

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Senior Advanced Directives

These legal documents give you a way to tell your wishes to family, friends, and health care professionals and to avoid confusion later on when you may be unable to speak for yourself.

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Guardianship

Whether for a senior who is incapable of making their own decisions, or a minor who needs court supervision, we strongly encourage our clients to have these in place before you might need them.

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Probate

Probate is a long and expensive process that depletes your estate’s assets. It is used when someone has not created a proper estate plan. Even having a Will requires Probate!!

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