Estate Planning Page

Estate Planning

Estate Planning is merely the process of defining what you own, and deciding how it should be distributed after you’re gone.

  • Listing out who should get what eliminating family disputes arguing over family heirlooms

  • If you become incapacitated or unable to make decisions on your own who do you want to be able to make financial decisions for you?

  • If you become incapacitated or unable to make decisions on your own who do you want to be able to make healthcare decisions for you?

You’ll work with us to decide on the proper Estate Planning documents to meet your needs and minimize family conflict. Your custom plan may include:

  • Will

  • Trust

  • Financial Power of Attorney

  • Healthcare Power of Attorney

  • Advanced Healthcare Directive

  • HIPPA Authorization

  • Child Protection Plan

  • Final Disposition / Funeral Services

  • Other documents specific to your needs

Do you already have an Estate Plan?

Call to ask about our
FREE 50-Point review

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How to proceed:  Are you wondering if this is the right service for you?

Schedule a zoom appointment to talk to us about your concerns.

To book an appointment for any services, click the link that best describes your situation.