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Estate Planning


An estate plan is a group of documents that allows you to minimize the adverse consequences of becoming incapacitated and of passing away.  You can elect to schedule a consultation with our office to review your current plans, if any, and determine your goals and needs, or our office can email you a form for completion and return, after which time you will receive recommendations and a quote for the price of the plan.  Our plans are detailed to help loved ones through the difficult process, and yet strive to be understandable, without unnecessary complexity.  Typically, plans can involve any or all of the following:

  • A Will and/or Living Trust to serve as the vehicle of your plan and distribute property to loved ones; appoint a guardian for minor children; establish trusts for the care of minor children or loved ones with disabilities; nominate a personal representative to put your plans in place upon your death; designate a trustee for financial management.
  • A Written Statement to include items of personal property for distribution to loved ones after the will has been created.
  • Health Care Power of Attorney to designate an agent to make medical decisions in the event of incapacity.
  • Financial Power of Attorney to designate an agent to make financial decisions in the event of incapacity.
  • Transfer on Death and Payable on Death Designations, including beneficiary designation forms to designate beneficiaries on real property, with the goal of avoiding probate.
  • Beneficiary Designation advice on retirement and life insurance policies to ensure these assets pass in accord with your wishes and to guard against the need for these assets to proceed through probate.
  • Documenting Funeral and/or Burial Wishes, including beneficiary designation forms to designate beneficiaries on real property, with the goal of avoiding probate.

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