Young or old, nobody wants to think about death or disability. Establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones. Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones of the expense, delay and frustration associated with managing your affairs when you pass away or become disabled or incapacitated. We use a variety of methods to accomplish your goals, including wills, trusts, medical power of attorneys/advance directives, and other alternate documents.
Things to consider:
- Planning for Incapacity
- Avoiding Probate
- Providing for Children and Others
- Planning for Death Taxes
- Charitable Bequests and Planned Giving