Estate planning involves preserving and distributing assets, both during a person’s life and upon death.  In addition to preserving wealth, estate planning allows clients to provide direction for the benefit of their children, including the appointment of guardians and the creation of trusts to allocate money.  A proper estate plan accomplishes personal and family goals.

We meet with our clients, listen to their needs and desires, assess tax consequences, and draft estate plans ensuring that the client’s wealth is adequately preserved and the children are properly protected.  Among other services, we prepare:  
  • Wills
  • Testamentary trusts
  • Living trusts
  • Beneficiary designations
  • Life estates
  • Guardian appointments
  • Trustee appointments
  • Health care directives
  • Financial powers of attorney