Estate planning is important for anyone with assets to protect, a young family to be taken of when you are no longer around or to transfer family heirlooms to your intended recipients. You are never too young or old to put together an estate plan.
We will ask you to complete a questionnaire to provide us with information to best design your estate plan. We’ll then set up a meeting to discuss your needs and wishes. Our services include:
Properly drafted and executed simple wills or trusts, depending on your estate needs
Powers of Attorney ensuring that the people you choose can make financial and healthcare decisions if you are unable to do so.
Strategies for titling assets to transfer your assets without probate
Call today to request an Estate Planning Questionnaire and protect your assets and your family.