Trusts & Estates
A Lifetime Decision
Unlike other areas of law, everyone will be impacted by wills, trusts, and estate law at one time or another. Many people assume writing down where their assets go after death, adding beneficiaries to policies, or adding names on bank accounts is enough. Unfortunately, it is not always that easy.
Estate planning is about being prepared. Not having a clearly defined estate plan adds unnecessary uncertainty, expense, and frustration for those you love in an already sad and difficult time.
To decide whether you need an estate plan, you should first know the answer to this question: What will happen to you, your loved ones, and your assets if something happens to you? Sadly, many people don’t know what will happen until it’s too late, leaving their family to pick up the pieces, forcing them to make stressful decisions about health care or assets, and causing additional anguish.
We have created a process to educate and empower you to make informed choices when designing your estate plan. Our planning process will guide you step-by-step to protect those you love and everything you own. You can gain peace of mind to know:
- Your family is left with ease by how well you prepared for death or incapacity
- Your family is kept out of court and out of conflict
- Your minor children are taken care of in the way you choose by guardians you trust
- Your children and other beneficiaries will be properly prepared to receive your wealth, at the time you choose is right
- You made the best decisions possible to leave behind the legacy you value most for your family
- Your family can preserve family memories and relationships without conflict
Some of the critical estate planning tools we use to help clients include:
- Last Will and Testament
- Revocable trust
- Guardianship nominations and other key planning tools for minor children
- Durable Power of Attorney
- Health Care Power of Attorney and Living Will
- Irrevocable trusts
- Final wishes for funeral and remains
Book an Introduction Call
Have questions about our planning process or whether you need to create an estate plan? Ready to get started putting protections in place for those you love and your assets? Book a 15-minute Introduction Call to learn more.