Estate Planning

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Estate planning for our clients is an essential service provided by our firm. Our philosophy is to provide guidance for both lifetime planning as well as planning the estate needs and desires for our clients. We will initially meet with our clients to discuss and develop an individualized plan that will be tailored to the specific needs and desires of the client. In assisting our clients with lifetime planning we offer many services and planning tools including the preparation of living trusts, powers of attorney, health care directives, nominations of guardian, real estate and lifetime transfers of assets, care contracts, representative payees, and many other planning tools. In planning for estate matters we offer the preparation of wills, revocable trusts, supplemental needs trusts, creation of non-probate transfers of assets, and many other methods for passing your assets on to your loved ones, charities, or others you wish to receive all or a portion of your estate. We are also familiar with numerous resources for our clients including appraisers, accountants, tax experts, and others who can assist with estate planning needs.

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