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Creating an Estate Plan

Proactively developing an estate plan is the right decision for your family and for you. By getting involved now and making decisions on behalf of yourself, your property, and your loved ones, you can avoid conflict, and guarantee the best outcomes for everyone involved. We offer a range of flat-rate and hourly fee packages to suit your family's particular needs.

Last Will and Testament

Get involved by determining who benefits from your estate, and who serves in certain key roles as the executor of your estate, or the guardian for your minor children.

Powers of Attorney and Advanced Directives

Avoid conflict amongst your loved ones by establishing clear end-of-life decisions, and by appointing the most qualified people to make medical and financial decisions on your behalf.

Simple Trusts

Delay your children's inheritance and set key trustee guidelines using a simple trust. This prevents children from inheriting property when they are too young to responsibly manage it, and promotes sound decision-making by the person or entity empowered by your estate planning documents.

Advanced Estate Planning

Develop a more robust estate plan if you or a loved one has special needs, or if your estate involves medicaid eligibility, long-term care concerns, business continuation and management concerns, or high value assets requiring particularized tax or asset management planning.

Here to guide you through the unknown

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