to understand your goals.
so you understand your options.
We deliver legal services
in a client-focused way to carry out your plans for today, tomorrow and the future.
What are the basics that I need to plan for my family and me?
Estate planning involves determining what assets you wish to leave to or for others and how to do that most effectively. It also includes planning for those times when you may not be capable of making decisions, and having powers of attorney and advanced medical directives in place.
Your estate can be distributed over your lifetime or after your death. We can help you determine what is best for you and your beneficiaries while considering:
selection of fiduciaries
asset protection for young people need help managing finances
We will help you prepare the documents you need to accomplish your goals, including but not limited to:
Last Will and Testament
Financial Power of Attorney
Advanced Medical Directives
Special Needs Trusts
For your continued peace of mind, we do regular document reviews upon request and update the documents as needed if circumstances change.
It’s not just the documents, it’s the relationship.
We are part of your team for the long run.