Planning your estate to protect your legacy.
Planning your estate to protect your legacy.
Now is the right time to make plans for the future.
Without proper estate planning, your loved ones may not know what your wishes are but more importantly, may not have the ability to fulfill them in your memory.
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Wills
A Last Will and Testament clearly defines your wishes for property upon your passing.
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Power of Attorney
Allows your designated agent to step in and handle business and financial affairs when needed.
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Advanced Directives for Health Care
In a medical crisis, it's important your care wishes are clear and upheld.
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Trusts
Revocable, Irrevocable, Special Needs, Life Insurance or Charitable Trusts enable a smooth transition of assets without involving the courts.
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Asset Protection and Business Planning
Take time now to plan for the long term.
Representative Matters
- Developed estate plans, including Wills, Trusts, and Special Needs Trust, for clients.
- Developed estate plan for majority owner of multi-generational family business preserving business assets for future generations while utilizing marital deduction.
- Developed 1st party special needs trust for conservators of ward to receive auto accident funds.