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ESTATE PLANNING, WILLS & ESTATES

We understand that each estate plan is as individual as you are and that your needs and wishes are a priority.  We will ensure that we address all of your concerns and prepare the Estate Planning documents that work best for you.

 

INDIVIDUAL EVALUATION

We know that the idea of Estate Planning can be overwhelming and confusing, and it appears to be very costly.  It is our goal to establish an estate plan which best suits your needs and is cost efficient.  We are happy to meet with you to discuss your current assets, family circumstances and needs, to assist you in creating a plan that you will understand and be comfortable with.

WILLS

In most cases, a carefully drafted Last Will and Testament is the foundation of your estate plan. We will assist you in preparing a Last Will and Testament to distribute your Estate in the most efficient manner possible while protecting your loved ones and your wishes.

TRUSTS

There are many types of trusts, after careful evaluation we will prepare a trust that best suits your needs and objectives, as necessary.  A trust agreement that is tailored to meet the needs of you and your family is essential for the preservation and protection of your assets.

POWER OF ATTORNEY, HEALTH CARE PROXY & LIVING WILL

These documents are essential to allow your family members to assist you with medical and legal needs, as necessary.  Everyone should have these documents in place so your loved ones can handle your affairs if the need arises.