Investing the Time to Help Protect Your Future
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Estate Planning

On the road to financial freedom, start with a plan.


Our Services


ESTATE PLANNING

Everyone has an estate. Since most of us want to have a say about what happens to everything we own after we pass away, it’s important to put such plans in place and in writing. For family-owned businesses, partnerships, and blended families, it’s essential. But creating an estate plan isn’t always simple—and it’s about far more than avoiding taxes. Estate Planning requires taking the time to listen intuitively and make sure the details are well-understood, so you can make well-informed decisions for your heirs.
 
We start with a discovery process where we review your options, then decide how you want your assets distributed at your death. The second step involves collaboration for the drafting of legal documents. The third step, which is critical and often overlooked, is to make sure all assets are titled properly to either pass by beneficiary or through your estate in accordance with your wishes. This is our specialty. Without it, many of your wishes may go unfulfilled. We’ll also help you properly address assigning Power of Attorney for medical decisions, and implementing a Directive to Physicians (Living Will) or a Declaration of Guardianship. At the end of the process, you will have made the important decisions about what happens to all that you’ve built in your lifetime, rather than leave the decisions to the judicial system.


Contact us today to learn how we can help you with Estate Planning.