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Estate Planning

Planning for your future and for your family’s future involves not only planning for when you’re no longer here – but also planning for incapacity. Pre-planning allows you to maintain your independence, autonomy, and be the decision-maker. It allows you to decide where your assets go when you’re no longer here and appoint, for yourself, someone who can make financial and medical decisions on your behalf when necessary.

We work with clients to prepare:

  • Wills

  • Powers of Attorney

  • Health Care Proxies

  • Living Wills

  • Irrevocable Trusts

  • Revocable Trusts

  • Special Needs Trusts

As well as review and recommend beneficiary designations to integrate into your estate plan.

You should review your estate plan every time there is a big life change. If you ever decide you want to update or change your estate planning documents because there is something or someone in them you don’t like – get them changed!

We are here to help guide you through the process – whether you are updating an existing estate plan or creating your Will for the very first time. We are here to support you and your loved ones during all stages of your lives.

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