Practice Areas

Estate Planning

Is it time for a Will?

Is your Will so old the paper crackles when you touch it?

Is a Trust the right way to hold your assets?

Ready to consider your legacy?

From the simple to the very complicated estate planning, we provide the right level of estate planning for your particular situation in a cost-effective manner that does not compromise quality. We keep up to date with the latest tax and law changes to provide you the best-possible solutions. We also counsel our clients regarding the potentially emotional aspects of planning for death, family dynamics, legacy planning, and charitable giving.

Our typical estate planning representation will start with a meeting to understand your desires for your assets, listen closely to any concerns or questions you have, discuss options for your plan, discuss the decisions you need to make, gain an understanding of your assets and goals, and generally get to know you better. Then we will draft documents for you in a timely manner and send you those drafts for your review. After you have had the opportunity to ask questions, give additional input, and make changes, we will meet to properly sign the documents.

Depending upon your needs, we might prepare any of the following documents for you:

Wills, Durable Powers of Attorney, Health Care Powers of Attorney, Revocable Living Trusts, HIPAA Authorizations, Directives to Physicians (Living Wills), Grantor Trusts, Charitable Remainder or Lead Trusts, Dynasty Trusts, Credit Shelter Trusts, Trusts for Children, Community Property Agreements, Irrevocable Life Insurance Trusts, Qualified Personal Residence Trusts, Intentionally Defective Grantor Trusts, Supplemental Needs Trusts, Limited Liability Company Agreements, and others if needed.

Often the hardest part of estate planning is just starting. We can help with that. Call or email us and we’ll get started today!