Estate Planning

Estate Planning

Let us help you get peace of mind by knowing that your wishes will be honored. Estate planning is for everyone- not just the retired or wealthy. At any stage of life, you want to be prepared. Let us help.

These are just a few areas that should be covered:

• Instructions for your passing
• Instructions for your care should you become disabled before you pass
• Name a guardian and an inheritance manager for any minor children
• Provide for the transfer of your business at your retirement, disability, or your passing
• Making a plan for what happens to your property when you pass
• Plan for incapacity
• Set up trusts for loved ones
• Manage ongoing trusts
• Help with probate estates
• Minimizing taxes, court costs, and unnecessary legal fees

Who should plan?

Everyone. Everything you own is your estate and careful estate planning ensures that your wishes are followed.

Unfortunately, no one can predict when they are going to get sick or have an accident. If something were to happen to you and you don't have your affairs in order, you will have to rely on the courts to make decisions for you. These decisions may not be what you want. For example, the court may appoint a guardian for your children, instead of someone you know and trust.

Estate planning does not have to be expensive

You can do a lot of the paperwork yourself, with some guidance from us along the way. If you rather have us do all the paperwork, we can do that as well. Doing it now will save you in the long run.

Probate

We have the experience and knowledge in probate and estate planning that you need in order to simply the probate process.

If someone were to challenge a loved one's will, we can be there and handle the probate process.