Estate Planning
Planning for the future means protecting what matters most — your loved ones, your legacy, and your peace of mind. Our estate planning services are designed to help you make informed, thoughtful decisions about your assets and healthcare for your and your loved ones.
​
We offer personalized guidance in creating:
-
Wills & Trusts
-
Powers of Attorney
-
Advance Healthcare Directives
-
Guardianship Designations
Whether you are creating a new estate plan or updating an existing one, we will help you put everything in place so that you and your loves ones are protected. Estate planning is no longer just for the wealthy — it’s for anyone who wants to make sure their wishes are known and their family is protected, especially when you have worked hard to accumulate your assets.
​
We proudly accept employer sponsored ARAG and MetLife Legal Plans for estate planning services. If you are a member of these legal plans, we can help you take full advantage of your benefits and make this important process even more accessible.
Revocable Living Trust
A Living Trust establishes a secure foundation for your assets during your lifetime and ensures a smooth transition to your chosen beneficiaries to avoid the probate process.
​
Our approach tailors this legal instrument to your unique circumstances, ensuring your wishes are carried forward as you envisioned.
Durable Power of Attorney
Power of Attorney empowers a designated representative to make financial decisions on your behalf in case of incapacity. This vital component of our estate planning allows you to designate a trusted individual to manage your financial matters, ensuring your financial responsibilities are upheld in the event you are not able to make conscious decisions.
Guardianship
Guardianship provisions are carefully designed to safeguard the future of your children. By outlining clear instructions for the care and upbringing of your minor children, our estate planning services ensure your children are well cared for under the guidance of trusted individuals you appoint in the unforeseen circumstance you are not able to take care of them.
​
Healthcare Power of Attorney
The Healthcare Power of Attorney, also known as an Advanced Healthcare Directive or Living Will, empowers a designated representative to make healthcare decisions on your behalf in case of incapacity.