Estate Planning. Simplified.

Our estate planning process evolves with time, yet it has consistently been reviewed as “Simplified”. For all clients, we recommend three core estate planning documents: (1) Will, (2) Financial Power of Attorney, and (3) Medical Directive. Some clients may also need or want to create a trust. We offer two ways to get started in creating the plan that is right for you: telephone call or in-office consultation. No matter how busy you might be, we always make it simple.

For simplified plans, we offer our 5 Model Structures.

Family Starter Plan

Who May Be Interested:

  • Young families just getting started and seeking core planning for minor children

Family Starter Plan

Who May Be Interested:

  • Young families just getting started and seeking core planning for minor children

Family Starter Plan

Who May Be Interested:

  • Young families just getting started and seeking core planning for minor children

Family Starter Plan

Who May Be Interested:

  • Young families just getting started and seeking core planning for minor children

Family Starter Plan

Who May Be Interested:

  • Young families just getting started and seeking core planning for minor children

Family Starter Plan

Who May Be Interested:

  • Young families just getting started and seeking core planning for minor children