Our focus is on the client, and our priority is ensuring that your specific estate planning goals are met.
We believe estate planning is one of the best gifts you can give yourself and your family. Proper and thorough planning provides peace of mind and eliminates the need for loved ones to guess what you would want during an already stressful time.
At its heart, estate planning governs the transfer of your property at your death according to your wishes. Through proper planning, you can protect the financial well-being of a spouse, provide for your children’s educational needs, provide for the needs of a minor or disabled child, and even make gifts to charity.
Proper planning can also ensure that your estate and your beneficiaries pay minimal taxes, ensuring that your legacy goes to your family rather than the government.
We help our clients protect their legacies and create a roadmap for all of life’s challenges with a combination of documents including wills, revocable trusts, irrevocable trusts, powers of attorney, health care directives, transfer on death deeds (and other automatic “upon death” transfers), and pre-marital and post-marital agreements. We also assist with the titling of property and the completion of beneficiary designations as part of a comprehensive and holistic estate planning process.
