Estate Planning

 

Why You Need Estate Planning

Without an estate plan, you, your family, and your assets are at the mercy of state law and the courts. We design and implement estate plans which ensure that you maintain control over the most important decisions in the event of your death or disability.

Most people know they need an estate plan, but they never get around to it. Sometimes it is too late and their families are left with a mess. We try to make the process as convenient as possible so that you can put a plan in place and continue with your life knowing your estate is in order. We design plans that are practical and that you can understand; never more complex that they need to be, and keeping your budget in mind.

Some of the tools we use for estate planning are: Wills, Revocable Living Trusts, Irrevocable Trusts, Charitable Trusts, Special Needs Trusts, Powers of Attorney, Directives to Physicians, Guardian Designations, Gift Deeds, and Transfer on Death Deeds.

What it's like to work with us

  • Relationships, not transactions. We develop long-term relationships with our clients, not one-time transactions, so we can make sure their plan stays up-to-date.
  • Collaboration. We work collaboratively with our clients’ other professional advisors to make sure we have identified all potential solutions and that everyone is on the same page.
  • Convenience. We are responsive and quick. From when we receive your answers to our estate planning worksheet, we can have you back in the office to sign your documents in as soon as a week.

Our Process

  1. Schedule an estate planning strategy session to discuss your concerns and wishes.
  2. We design a custom estate plan and prepare the legal documents needed to put the plan into action.
  3. You execute the documents and relax knowing that your family and your assets are taken care of.

How We Charge

We charge a flat fee for the plans we design. For some follow-up work, we charge an hourly rate. Either way, you will know what to expect before committing.

If you are ready to protect your family and put an estate plan in place, or, if you have a plan, but it’s been a while since you last updated it, Contact us to schedule an estate planning strategy session.