We can assist you with development of your estate plan within your budget and to meet your specific needs. Whether your estate plan calls for a simple will or complex trusts for estate tax purposes, we have the expertise to meet your planning needs. For larger, taxable estates, we will show you how to take full advantage of tax laws through the use of credit shelter trusts, irrevocable life insurance trusts, and charity trusts.

We also offer an estate planning package which consists of four critical documents which are necessary in providing a well-rounded complete plan. The package includes a Last Will and Testament (with Trust and Guardianship provisions if needed), durable Power of Attorney for Healthcare, General Durable Power of Attorney for Financial Affairs, and a Living Will. The Durable Power of Attorney documents provide incapacity protection by allowing someone to make critical healthcare or financial decisions should you become incapacitated.

 

 

 

 

The living will is your statement as to when to cease life-sustaining medical treatment when terminally ill. We have made the package very affordable to encourage our clients to put together a complete package to protect from the unexpected events.

Whatever your estate planning needs, we are equipped to assist you in getting a solid plan in place to protect from life's unexpected events.