Estate Planning & Wills

Have you planned to protect yourself and loved ones so that they can survive various life emergencies and transitions? If so, have they been reviewed lately to reflect your current desires?

Estate planning goes well beyond making a will. It may involve naming a guardian for minor children, making provisions for dependents with special needs, addressing medical directives and other end-of-life considerations, minimizing estate taxes, determining when a trust is appropriate, and deciding how to most effectively transfer ownership of a small business. We’ll help you consider choices you can then implement with your attorney.

We are not attorneys and cannot write a will for you. But we can discuss matters with you so that when you do consult an attorney you have already considered many important issues and reduced costs. We will

  • Discuss pertinent estate issues and how they will affect your beneficiaries
  • Monitor beneficiary designations for your accounts and retirement plans
  • Monitor the executor/trustee/guardian choices with current legislation in mind
  • Enable you to make informed choices that can be implemented with your attorney.

Start Building Your Future

Our goal is to partner with you to clarify your goals, develop a plan, and guide you to continued success. We believe our best work is done for clients when we work together on an ongoing basis.