We understand that creating an estate plan can be challenging.  Our goal is to help you navigate your unique circumstances.  Whether you are married with young children, part of a blended family, an empty nester with grandchildren, or a single individual, we can help.  Just a few hours of planning can help to eliminate significant challenges for your loved ones.

Many people wonder whether they really need a Will.  You do.  Having a Will is arguably one of the most important things you can do for both yourself and your family. A Will ensures that your wishes are carried out.  You can choose who will receive your property and who will not.  A Will allows you to decide who will raise your young children in your absence, make donations to charities and minimize estate taxes.  Importantly, you can always change your Will.  Life circumstances such as marriages, divorces, births and deaths all can create situations where changing your Will is necessary.

In order to create a plan that is best for you, we begin our representation by learning about you: your family, your goals, and your finances. We will answer any questions you have and help you strategize the best plan. We will then draft all of the documents required to implement your choices, including:

  • Wills – to provide your family and heirs with instructions on the distribution of your property.

  • Living Wills (Advance Medical Directive) – to enable someone to make medical decisions on your behalf if you are no longer able to do so.

  • Trusts – to create a secure place where someone can manage assets for you or your loved ones.

  • Powers of Attorney – to enable someone to make financial (and other) decisions on your behalf, if you are no longer able to do so.

Estate planning paperwork: last will & testament