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Estate Planning

Tools

Estate Planning Guide Estate Planning Guide (320 KB)

Estate Planning Questionnaire Estate Planning Questionnaire (235 KB)

Do you have a plan for who will take care of you and manage your finances when you are sick or unable to take care of yourself? Have you decided who will get your house, your money and other assets when you die? This process is called estate planning. We will help you make these important decisions, and put them in writing, so your family will follow your wishes. We will explain to you what a Health Care Proxy, a Power of Attorney and a Disposition of Remains Appointment are. We will explain why you need a Will, and what happens if you die without a Will. We will also explain to you what a trust is, and help you decide if a trust fits your needs. If your estate is over $1 million, we will discuss with you ways to plan for and reduce your estate tax. Our goal is for you to leave our office with an estate plan that you understand and that will cover all your future needs.

Types of Services

  • Health Care Proxies
  • Powers of Attorney
  • Disposition of Remains Appointments
  • Drafting Wills
  • Drafting Revocable Living Trusts
  • Estate Tax Planning
  • Irrevocable Life Insurance Trusts

FAQs

Subsections

Asset Protection Planning
Charitable Giving / Legacy Planning
Unmarried Couple Planning

Client Bill of Rights
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