Let us help you create a comprehensive plan to protect the future of your family and other loved ones. An estate plan includes more than just a will; it ensures that your desires will be met should you be unable to make medical or financial decisions or need long term care during your lifetime. A comprehensive plan ensures that your children are protected, that your assets are distributed according to your wishes and it may help minimize estate taxes upon your death. If you have a family member with special needs, an estate plan will ensure that this person is protected without risking his or her access to government benefits.
We can alleviate your concerns for the future by assisting you with the design and implementation of strategies to protect what is most important. Creating an estate plan will almost certainly make life’s difficult transitions easier for you and your loved ones regardless of your marital status, whether you have children and no matter the size of your estate.
We provide advice and assistance in the following types of estate matters:
- Last Will and Testament
- Living Will/Health Care Declaration
- Durable Power of Attorney
- Revocable and Irrevocable Trusts
- Special Needs Trusts
- Estate Administration
- Trust Administration