Estate Planning
Estate Planning:
Estate Planning is essential if you want to preserve your estate for your heirs. Through the use of customized estate planning strategies, we help you decide how to best take care of the loved ones you may leave behind.
Equally important, we help you designate who will make financial decisions, and medical decisions, for you if you lose the ability to make those decisions themselves.
Most of our clients are in their later years and have recently had something happen that has caused them to need a will. For example, they might have a recent diagnosis, or their parents passed away without a will and the result was messy and expensive.
While this is the case for most of our clients, estate planning is actually a service that everyone needs. No one likes to think about the unfortunate things that can happen in life, but it’s always wise to plan ahead and be prepared for anything.
Whether you are young or old, married or single, have kids or don’t, make 100k per year or 10k per year, this applies to you.
No matter the situation, it’s wise to decide ahead of time who will make medical or financial decisions for you if you are ever incapacitated, or can no longer make these decisions for yourself.
In addition to having a Will, setting up trusts for your beneficiaries—who may be minors, or may have special needs—is essential, and can mean the difference between them receiving help with health and education, or other needs, when you are no longer available to take care of them.
We take pride in each estate plan we have the privilege to prepare. Each plan is individualized and thoughtfully prepared to meet the needs your specific needs.