An estate plan includes legal documents that outline the disposition of personal property and assets upon a person’s death. A proper estate plan ensures that a person’s wishes are carried out, and that he or she is able to pass the greatest amount of assets to their beneficiaries while incurring the least amount of taxes and administrative costs. If a person dies without having taken appropriate actions, their assets will pass according to state statutes, rather than their own wishes.

We  focus on estates and have guided hundreds of clients through the process of properly preparing and executing sound estate plans that are tailored to their specific needs.

Estate planning services and considerations include:

Last will and testament
Supplemental Needs
Credit Shelter
Selecting an executor, personal representative, or trustee
Selecting a guardian
Medical directives
Power of attorney

If you have questions about what is contained in a specific document, please visit our Frequently Asked Questions page for further information.

If you would like to schedule an appointment to discuss your specific needs, please feel free to contact us.