Our estate planning services
While many think of estate planning as the simple preparation of a Will, proper estate planning encompasses so much more. In addition to ensuring that your hard-earned assets pass to your intended beneficiaries, our team of experienced estate planners will ensure that your estate plan not only meets your goals but is also efficient from a tax and administrative perspective.
Our estate planners have years of experience creating customized plans intended to protect your family’s assets for your life and for the lives of your loved ones. We strive to provide plans that are multigenerational to ensure that everything you have worked for all your life is not wasted or lost after you pass.
You’ve worked hard for what you have. Let our team of experienced professionals craft a plan that will meet your estate planning goals. Because every client is unique, we do not operate as a “form” mill. We get to know our clients and strive to provide an individualized approach to estate planning by first assessing your financial, personal, and health care needs. Using this information, we let our experience guide the way in creating a customized estate plan for you and your family.
Our services include, but are not limited to, the following:
Comprehensive Estate & Gift Planning
Drafting of:
Simple and Sophisticated Last Wills & Testaments
Durable Powers of Attorney
Advanced Healthcare Directives & Proxies (i.e., Living Wills)
Various Trust Instruments
Life Insurance Planning