Estate Planning


Legal documents are an essential part of an overall Wealth Plan to ensure that loved ones and assets are taken care of in accordance with your wishes.

An Estate Plan is an easy, yet powerful way to protect your wishes, your assets, and your family.  A proper Plan not only ensures that your loved ones will be taken care of, but may also relieve them of the stress, cost, and confusion of court. 

A Last Will and Testament allows you to designate how your wealth is to be distributed.  In a Last Will and Testament, you may appoint an executor for your estate, specify memorial wishes, name guardians for children, and communicate final wishes.  A Last Will and Testament also allows your estate to avoid the probate process, which can be expensive, time-consuming, and open to the public.

Power of Attorney and Health Care Surrogate Designations are legal documents in which you (“principal”) give another (“agent”) the authority to act on your behalf.  Power of Attorney and Health Care Surrogate Designations are essential to protect you if you were to need medical care or become disabled.  These documents ensure that if anything were to happen to you, you can still communicate treatment wishes, control assets, pay bills, maintain property, and continue your business. 

A Trust is an effective and flexible way to accomplish a specific goal.  A Trust may help you manage family wealth, provide for your spouse or children, reduce or eliminate taxes, protect assets from creditors, and assert conditions on how your assets will be distributed at your death.  A Trust may also ensure that your wealth remains private, avoiding publicity and Probate.

Estate Planning Tools

Living Trust

Charitable Giving

Gifting Strategies

Charitable Remainder Trust

Family Limited Partnerships

Set an appointment today to discuss your family, your goals, and your Plan.