Estate Planning
No matter what your life circumstances or age, everyone should have some type of estate plan to protect themselves and their assets. Estate planning requires a thorough understanding of trust, probate, and tax law to ensure your property is protected in the event of divorce, death, disability or incapacity. For unmarried or same sex couples, individuals with a previous marriage or blended family, estate planning can be complex and confusing.
Estate plans generally include a:
A properly prepared estate plan not only ensures your security and provides for your loved ones, it makes sure that your health care is managed in the way you choose. Because your goals and needs will change throughout your life, we recommend you reexamine your estate plan to make sure it’s current every three years or sooner, if your health or circumstances change.
Our guidance can help you:
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Control who will receive your assets after your death;
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Minimize legal fees and taxes;
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Protect yourself in the event you become incapacitated so that you, through the individuals you choose, not the courts, keep control of your assets and make decisions about your medical care the way you predetermine.
Our estate planning services begin with a discussion about your individual and family goals and a review of your assets. We then create a comprehensive plan based on your priorities.
Let us help you plan for your future and protect your savings.
Contact us to schedule an initial consultation.