Estate Planning

It is important for every person, especially individuals with families, to know what is going to happen to their children, spouse, and assets after they pass away. It is just as important to avoid any unnecessary fees and taxes. A consultation with an attorney to review your current financial, familial, and health situation is the first step towards gaining clarity in understanding who will watch over your minor children, how you will be buried, and how your assets will be distributed after your passing.
We work together with you and your advisers (financial, tax, etc.) to analyze your current situation. We then develop a custom tailored and comprehensive estate plan which may include a:

  • Last will and testament
  • Durable power of attorney
  • Health care proxy
  • Living trust
  • Irrevocable trust

and other techniques designed to effectuate your wishes while saving your heirs time and money.

We also look at your long term care situation and advise you if a Medicaid Trust may be right for you. We professionally and diligently execute the proper documents and advise you on how to notify executors, trustees, and potential legal guardians.
For a free phone consultation to discuss your estate planning needs, please contact our office to review your options.