Estate Planning

Most people think estate planning is something just for the very wealthy. Not true. Everyone can benefit from some level of estate planning. Having tools in place will ensure that during difficult times in your life, or after you have past, your wishes are honored. You should be able to dictate what happens to your body, your money, and your assets; after all you spent a lifetime building them why should anyone else decide what to do with them?

Most people simply do not have the time to understand the tax code, or what will happen to their assets once they're gone. If they did they would be shocked to learn how much the government can take from their hard earned money in taxes when they die. A coordinated estate plan can help reduce, if not eliminate, your tax liability and help you preserve more of your life's work for your family and loved ones. Some of the services we can provide include;

  • Basic Will
  • Durable Financial Power of Attorney
  • Advanced Healthcare Directive (often called a Living Will)
  • Marital Trust
  • Children's Trust
  • Probate Resolution