ESTATE PLANNING

While thinking about death is understandably uncomfortable, planning for it can be essential.  Not just for you and the peace of mind that comes with knowing your affairs will be managed in a manner consistent with your wishes (at a time when you are no longer to express those wishes); but for those you love who are often charged with the responsibility of carrying out your wishes.  A well-organized estate plan provides the information and guidance necessary to administer your affairs and will help to alleviate much of the anxiety and stress of those who are often experiencing a time of substantial loss and transformation.

Our Estate Planning services incorporate a personal and customized approach to:

• Wills
• Trusts
• Health Care Directives
• Powers of Attorney
• Beneficiary Designations
• Burial Instructions and Pre-Paid Arrangements
• Business and Personal Wealth Succession
• Probate Avoidance
• Estate Tax Planning
• Long-Term Care Planning
• Governmental Benefits

Our Estate Planning process typically begins with an Estate Planning Questionnaire.  This Questionnaire is designed to gather the basic information necessary to assess your estate planning needs and objectives.  Once the Questionnaire has been completed, an initial consultation is scheduled where we discuss your specific estate planning needs, concerns, and objectives, determine a customized estate planning strategy, and recommend the best method to implement that strategy.