Estate Planning

Estate Planning looks to ensure that your wishes and intentions are met, and assets pass to your desired beneficiaries efficiently. Basic tools in the Estate Planning playbook include documents like:
Revocable Trusts
Medical Directives
Powers of Attorney
We help you identify and clarify your intentions and wishes, determine the strategy that is right for you, and help you implement it.
We recommend strategies that are in your best interest:
  • If you need simple documents, we provide a reasonably priced solution to create the basic documents
  • If you need an estate attorney, we have vetted several for you to consider
  • If you have your own estate attorney, we help you put together what they need, saving both time and expense
Whether your situation is fairly straightforward or if it is very complex, we carefully work with you to put together the right team to meet your needs.