Who We Help
Everyone can benefit from thoughtful estate planning when pondering both lifetime and end-of-life decisions, regardless of the size of your estate. Our goal is to assist you to organize and document your thoughts so that your estate will pass to your intended beneficiaries at your death with a minimum of expense, taxes and hassle to your beneficiaries.
It may be that this objective could be achieved through beneficiary designations on your life insurance, retirement assets, investment and bank accounts. However, in most cases, a will and, often, a trust will be more appropriate for your situation, given the ages, health concerns, family dynamics, charitable interests, or other situations involving your beneficiaries.
We also work closely with surviving family members, to make certain that the wishes of the deceased family member are honored.
In addition, many individuals experience incapacity during lifetime due to accident, illness or advanced age. Preparing for your incapacity with Health Care Directives and Powers of Attorney is also an essential part of an effective estate plan.
If you have children, real estate, assets in excess of $20,000, life insurance or the possibility of incapacity in your future, we can help ensure that everything is in proper order for your family.
Contact us. We will provide a comfortable, relaxed, convenient process for you to make and implement these important decisions.