Estate Planning

Trusts are powerful tools for managing your assets, minimizing taxes, and ensuring your wishes are carried out smoothly. Whether you're looking for asset protection or planning for family or charitable goals, we’ll help you choose and structure the right trust for your needs. Some of the trusts we advise and draft on include: revocable trusts, irrevocable trusts, and specialty trusts.

A Last Will and Testament ensures your assets are distributed according to your

wishes and that the people you care about are provided for. Our services will

include:

• Naming beneficiaries and guardians for minor children
• Appointing an executor to manage your estate
• Clearly outlining how your assets should be distributed
• Ensuring your will complies with state laws

A Power of Attorney (POA) gives someone you trust the legal authority to

make decisions on your behalf if you’re unable to. We help you put the

right documents in place to ensure your health, finances, and future are

handled exactly how you want. We prepare:

• Financial Power of Attorney – Authorizes someone to manage your assets, pay bills, and handle financial matters.
• Medical Power of Attorney – Allows someone to make healthcare decisions for you if you're unable to do so.

An estate plan protects your assets, outlines your wishes for healthcare and guardianship, avoids probate, and ensures a smooth transfer of wealth to your loved ones. It provides clarity and peace of mind during uncertain times.

It’s smart to start estate planning as soon as you own assets, start a family, or want to plan for future care. Life is unpredictable and estate planning ensures your wishes are legally documented and your loved ones are protected.

A power of attorney authorizes someone you trust to make legal, financial, or healthcare decisions if you’re unable to. It’s a core part of any estate plan and ensures your affairs are managed according to your preferences.

A will takes effect after death and typically requires probate. A trust allows assets to pass directly to beneficiaries without court involvement, offering privacy, faster access, and potential tax benefits. 

Yes. We update estate plans to reflect life changes like marriage, divorce, new family members, or significant financial events. Regular updates keep your documents aligned with your current wishes.