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.
Our Trust & Estate Practice is full service. We specialize in Trust Planning, Corporate Succession Planning, as well as more detailed Tax, Asset, and Wealth Preservation Planning. If you think you may need or want to create a trust, we encourage you to complete our questionnaire and schedule an in-person whiteboard session to structure the plan that is best customized for you.