Estate Planning

Many people think that estate planning is only for the wealthy. While the wealthy have a greater need for estate planning, all of us need to pay strict attention to this area in our lives. Do you need a trust or will a simple will be sufficient? How is your home and car titled? Will they go through probate or can that be avoided? If you have children, will they be handling the distribution of your assets? Could that financial burden, together with the stress of losing a parent, cause arguments that could last a lifetime? These areas need to be addressed and planned for.

With years of experience in this area, we will work with you to think through the various “what-if’s” that need to be considered. Then we’ll work with your attorney to create any documents that you’ll need, then review them annually.

Estate Planning can be a long, complicated process. We want to remove that complication for you and help you plan in the most efficient way possible to meet your unique goals, protecting your assets and passing them on to your loved ones and/or charities.