Estate Planning is arranging for the management and transfer of a person’s assets, property, and personal affairs during their lifetime and after death. Special planning should be done for After determining your needs we will prepare legal documents—wills, trusts, and powers of attorney as needed to minimize taxes, avoid probate, name guardians for minors, and outline medical preferences. Special planning will be needed in the event of incapacitation which includes Guardianship and possible special types of trust.

Although estate planning appears to be similar for everyone at first glance. There is no “one size fits all” package. Each situation requires a consultation and discussion before true estate planning can take place.

Call our office to schedule a consultation.