DO YOU NEED AN ESTATE PLAN?
If you’re reading this page, you’ve probably already answered this question for yourself. You’ve heard that probate proceedings can be time-consuming and create an emotional and financial burden on your loved ones. You understand there can be significant tax savings if you have the proper plan in place. And you certainly don’t want the State to dictate how your assets are distributed if you haven’t planned ahead.
There are many reasons you should have an estate plan, but perhaps the most important is having the comfort of knowing that you and your loved ones are protected as much as possible from life’s unexpected events. That peace of mind is priceless. We can help you get there.
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EASY ESTATE PLANNING GUIDE
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WHAT WE CAN PROVIDE
We create personalized estate plans based on our clients’ particular circumstances and needs. Along with traditional estate planning documents, including wills, powers of attorney, and medical directives, we can help with more specific requests, such as helping to fulfill charitable intent, creating pet trusts, and handling issues with blended families. Every client is different. In designing your individualized estate plan, we consider a wide array of legal strategies, including:
- Last Will and Testament / Codicil
- Medical Power of Attorney
- Revocable Living Trust / Amendment
- Qualified Personal Residence Trust
- Educational Trust
- Health Care Directive
- Irrevocable Life Insurance Trust
- Generation-Skipping Tax Trust
- Young Adult Power of Attorney
- Charitable Trust
- HIPAA Authorization
- Special Needs Trust
- QTIP Trust
- Pet Trust
- And many more...
YOUR PERSONALIZED PLAN
Our goal is to provide a plan that is tailored specifically to you and your family’s needs. To accomplish this we have in-depth and confidential discussions about your objectives, your concerns, and your particular circumstances. When we have a more complete understanding of your situation, we walk you through the available options and, if needed, we help you make the tough decisions that are sometimes required in crafting a plan. Remember, we’re your partner in this project, and we’re there for you every step along the way. The result will be a thorough plan that achieves all your objectives and gives you and your family some well-deserved peace of mind.
Regardless of the complexity of the project, you will never be surprised by the cost. No good relationship can be built without trust. We take pride in our transparency. Our fee structure will be clearly communicated from the outset, and we’ll agree on pricing before we take our first step together. No hidden fees, no surprises. Just straight-forward, honest dialogue with the integrity and professionalism you expect from your legal team.
We look forward to hearing your story.
