We offer a range of estate planning services.
Core Estate Planning
We work with families and individuals of all ages to prepare an estate plan that is designed to work specifically for their situation. We may utilize trusts, wills, powers of attorney, deeds, beneficiary designations or some other document or strategy but these are just the puzzle pieces that must be properly assembled to have an effective estate plan.
Estate Planning for Seniors
In addition to the Core Estate Planning most younger people need, the estate plan of seniors should also account for the concerns and needs that are often unique to them, such as the more acute risk of long-term care or incapacity.
Estate Planning for Parents of Young Children
Parents with minor children have valid concerns about what would happen to their children if one or both parents died prematurely. We can put a proper plan in place that names the right guardians for the children and protects the children’s inheritance until they are able to manage it themselves.
Estate Planning for Blended Families
When either spouse in a marriage has children from a previous relationship, it requires careful and deliberate planning to make sure each spouse’s assets are distributed the way they really intend. Children of one spouse may be unintentionally disinherited without effective planning.
Estate Planning for Business Owners
Business Owners often want to pass their business interests to someone in the family who can successfully run the business. Unfortunately, family dynamics and poor planning often result in family businesses failing after the death of the initial owner. It doesn’t have to be that way.
We work with Successor Trustees or Personal Representatives to facilitate the distribution of assets through Post-Mortem Trust Administration or Probate Administration.