Estate Planning

Peace of Mind

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A plan for every family.

Every family needs an estate plan. An estate plan ensures that your wishes are followed with regard to distribution of assets and selection of individuals to assist with important life duties, both during your lifetime and after death. 

No two families are exactly the same, and we pride ourselves on solving problems for everyone, regardless of family structure or net worth. We've completed hundreds of plans ranging from complex plans for high net worth business owners to simple, affordable plans for young families. Our solutions include:

  • Revocable trust plans designed for efficient, private estate settlement; 
  • Will-based plans designed to provide a simple, affordable plan;
  • A variety of options for blended and non-traditional families; 
  • Assistance with charitable giving; and
  • Complex trusts designed for tax savings in high net worth estates. 

We are not purveyors of any particular estate planning solution, whether it be wills, trusts, or irrevocable trusts. Rather, we work with you to find the best plan to fit your needs.

A process designed for you. 

Every estate plan begins with a free, no obligation meeting where we discuss your family, discuss your financial situation, answer your estate planning questions, and begin to work through questions needed to prepare a rough draft of your plan. If we are able to get far enough to prepare a rough draft, we will provide a quote for the work needed to complete the plan.

From there, we work with you to prepare and sign necessary documents and take other steps necessary to complete the plan. 

To learn more, call or fill out the form below to request your free no-obligation consultation. 

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