We are so much more than estate planning
Areas of practice
What we do best
Wills & Trusts
Knowing you have a properly prepared plan in place – one that contains your instructions and will protect your family. Doing this will give you and your family peace of mind. This is one of the most thoughtful and considerate things you can do for yourself and for those you love.
Estate Planning
Would your family know where to find your financial records, titles, and insurance policies if something happened to you? Planning your estate now will help you organize your records, locate titles and beneficiary designations, and find and correct errors. Innocent error can create all kinds of problems for your family at your disability and/or death.
Family Protection
Family trusts offer many benefits to everyone involved. Trusts provide authority to successor trustees to take over personal finances if the Grantor becomes incapacitated. Without a trust, a person will have to appear in court to obtain conservatorship rights. This can result in delays that prevent the ones you trust from handling finances or other important matters.
Wealth Transfer
Proper estate planning better ensures the current and future financial security for you and your family, allows you to transfer your wealth according to your wishes, and eliminates unnecessary taxes and expenses.
Legacy Planning
Legacy planning is important to consider before a person passes away. After a person passes away, their wealth and possessions are passed on to next of kin or to people or charities specified in a will. If you don’t have a plan in place for your estate, its management might go against your wishes once it is passed on.
Probate
When you’re grieving, a complicated legal and financial process is the last thing you want to deal with. But often, that’s exactly what happens when families go through the probate process after losing a loved one. Understanding the probate process can help keep you from getting caught by surprise.
