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Estate Planning

Estate Planning

Do you have the documents your family needs in case of your sickness or death? An estate plan gives
your loved ones the information and tools they need to honor your choices in regard to your own health
and comfort and put your assets to their best use.

Without an estate plan, your incapacitation or death could tangle your family, friends, and assets in
courtroom battles and burden them with stress and thousands of dollars spent in court. Such
frustrations can be avoided with a little proactive planning. Your estate plan is your last and, perhaps,
your most helpful and valuable gift. We offer the tailored guidance you need to make the most effective
plan for you and your family.

Each client’s estate plan is carefully customized to meet their unique goals and needs. The documents
typically include:

  • Last Will and Testament
  • General, Financial Power of Attorney
  • Healthcare Power of Attorney
  • Living Will (Advance Medical Directive)
  • Transfer-on-death designation for real estate
  • Revocable Living Trust

Depending on your circumstances, you may also benefit from creating a trust as part of your estate plan.
Trusts offer several advantages over a simple will. Properly written, trusts can be more flexible than
wills, and they can be efficient tools in preserving wealth and minimizing tax burdens.