Estate Planning

Estate Planning

A properly designed estate plan prepares for nearly every aspect of life. It supports and protects you, your personal dignity, your loved ones, and your hard-earned assets. An estate plan is a set of documents that commonly includes a Will, possibly a Revocable Living Trust, and critical documents including a Durable Power of Attorney, Advance Directive, HIPAA Release. These documents help individuals and couples plan for and deal with illness, incapacity, and death. They also play an important role in reducing estate taxes, providing for a smooth transition of your assets to your beneficiaries, and supporting minor children.

We've helped a lot of folks and we think we can help you, too.