Estate Planning

Planning for the future is a profound responsibility. We offer compassionate guidance through estate planning, trusts, and the administration process. Our goal is to ensure your wishes are honored and your legacy is preserved, providing peace of mind for you and your loved ones.

Basic Estate Planning

Everyone who owns assets can benefit from a well thought out estate plan, both during life and after death. We offer a complete estate plan that provides planning during life, such as illness or disability, as well as providing guidance at death – whether it is dealing with bank accounts, liquidating real property, or collecting proceeds from insurance policies. Proper planning protects your family, assets, and loved ones.

Trusts

Trusts provide both a private administration and peace of mind. Each trust is different and requires a custom plan for the family or individual. After tailoring the trust to meet your specifications, we asset with funding and administering the trust. We also work with other professionals to make the funding process seamless.