How can an estate plan help me?

In the event of your untimely passing away, an estate plan can help YOU determine: how your property is distributed, who is granted custody of your minor children, how taxes and mortgages will be handled, and what will happen to your pets or small business.  

If you pass away without estate planning documents, many of those decisions will be made by someone you do not choose and who may not follow your intentions.

Estate Planning

An estate plan should be made to fit your lifestyle and future goals. Before writing your plan, we will sit down with you to review your current assets and financial obligations to help you build a customized estate plan developed specifically for your needs. 

We will help you maintain your assets by using various legal documents to make sure YOUR wishes are fulfilled in the event you are incapacitated or become deceased, and not someone else's.   

What types of documents are part of an estate plan?

Depending on your needs your estate plan may include:

  1. A Will
  2. Revocable/Irrevocable Trusts
  3. A Power of Attorney (Financial and Medical)
  4. A living will
  5. Marital Agreements (Pre/Post Nuptial)
  6. Burial Instructions
  7. Charitable Trusts 
  8. Pet Trusts
  9. Gun Trusts

Begin your path toward peace of mind

Estate planning is an important method of protecting your family assets for the future. Contact us today to set up an estate planning consultation. 

Find out more