Estate Planning

Estate planning is important because it ensures that your wishes are carried out both near the end of life and after your death, allowing you to control what happens to your assets and who will be responsible for managing them. Without a clear plan, your property might be distributed in a way that contradicts your intentions. Additionally, estate planning provides an opportunity to designate guardians for any minor children, helping to ensure they are cared for according to your preferences. By having a will or trust in place, you eliminate ambiguity, reduce the risk of family disputes, and make the legal process smoother for those left behind.

Beyond asset distribution, estate planning also addresses crucial matters like healthcare decisions and financial management in case you become incapacitated. Through documents such as a living will and a durable power of attorney, you can specify your medical care preferences and designate someone to make financial or healthcare decisions on your behalf if you're unable to do so. This proactive approach not only protects your interests but also lightens the burden on your loved ones during what can be an already emotionally difficult time. Estate planning gives you peace of mind, knowing that your affairs will be handled according to your desires, and that your family will be spared the uncertainty and stress of navigating complicated legal processes.

The best estate plans address problems before they happen. Do certain beneficiaries or assets need extra protection? What about a plan that provides extra flexibility? Or protects against the high costs of long term care? From the very simple to the very complex, an estate planning specialist can help ensure you are getting the best possible plan.

Estate Planning Services:

  • Drafting of Will

  • Creation of Trust

  • Funding of Trust

  • Creating a Power of Attorney (POA)

  • Drafting of Advance Medical Directives