Services What We Can Do For You

Estate Planning

The estate planning is a process. It involves people—your family, other individuals and, in many cases, charitable organizations of your choice. It also involves your assets (your property) and the various forms of ownership and title that those assets may take. And it addresses your future needs in case you ever become unable to care for yourself.

Through estate planning, you can determine:

  • How and by whom your assets will be managed for your benefit during your lifetime if you ever become unable to manage them yourself.
  • When and under what circumstances it makes sense to distribute your assets during your lifetime.
  • How and to whom your assets will be distributed after your death.
  • How and by whom your personal care will be managed and how health care decisions will be made during your lifetime if you become unable to care for yourself.

Many people mistakenly think that estate planning only involves the writing of a will. Estate planning, however, can also involve financial, tax, medical and business planning. A will is part of the planning process, but you will need other documents as well to fully address your estate planning needs.

 

Estate Planning

Let us guide you and help you plan your estate. We will work one on one with you to listen to your concerns, answer your questions.

Estate Planning

Wills

A will is a legal document that outlines your wishes and provides a plan for how they will be carried out.

Wills

Trusts

Our firm will not only draft trusts, but immediately help you fund the trusts with assets and personal property.

Trusts