Estate Planning

Estate planning can range from simple to complicated.

  • Do I need a Trust?
  • How do I protect assets from a Nursing Home?
  • How do I ensure specific financial provisions in the event of my death?
  • Will my Estate be subject to taxes?

Whether planning ahead or experiencing an adverse event, we are well versed in estate processes and assist clients every step of the way. The conversation starts with your needs, wishes, and how to best execute those goals in the estate documents (Will & Testaments, Trusts, Power of Attorney, etc.). We then aim to translate complicated laws and procedures into actionable ideas on paper and help communicate those wishes to your attorney. 

Complimentary Review