• Wills and Trusts
• Probate and Contested Inheritances
• Estate Tax Planning
• Marital Agreements
• Business Formation and Dissolution
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Wills and Trusts

Yes, you have to do one or the other, but don’t let it bother you. It doesn’t mean your time is short, just the opposite, in fact. You are doing the responsible thing by providing for your family under any circumstances that may arise. Once it’s done, you can put it on the shelf and forget about it. That should help your peace of mind, which should result in increased longevity, no matter where you find yourself on the calendar. Besides, it’s fun to think about giving. You’ve worked hard to get to where you are, and the best part about all that hard work is thinking about all the ways you can share it with those you love.

As part of your estate plan we will prepare all of the documents necessary to insure that your relatives and loved ones will never have the time, expense and hassle of an administration in the court system.

Our estate planning package includes:

• A free consultation
• Revocable Living Trust
• Trust Certification
• Pourover Will
• Power of Attorney for Property
• Advance Health Care Directive
• Trust Funding

*Individual estate planning needs vary so we may also recommend an irrevocable life insurance trust, a spousal
property agreement, or a corporate buy-out agreement as
part of a particular estate plan.

 

"What we do together now should serve as a foundation for your family’s continued success both now and in the future."