Estate Planning
Estate Planning Services
- We take our time with you to examine your financial situation
- We prepare drafts of trusts, wills, or related documents
- We prepare probate forms
- We meet with clients whose relative has died
- We help collect & liquidate the deceased’s assets
- We work with accountants to prepare estate tax returns
Failing To Plan
Your estate plan is your legacy. Make sure you don’t regret leaving behind something as important and life-changing for future generations!
Digital Assets
The idea of digital estate planning may be new, but it’s an excellent way to make sure all your digital assets are handled in a manner that suits you.
Not Discussing With Family And Friends
It is important to have a conversation with everyone you cherish so they know what their role will be after your death of yours.
Naming Just One Beneficiary
This may be the most important part of your estate plan – making sure there are multiple contingent beneficiaries.
Final Arrangements
Planning for the future can be challenging, but with a bit of foresight and consideration, you can provide the necessary support and care for your loved ones in times of unexpected need.
Power Of Attorney
Naming a power of attorney (either medical or financial) and/or healthcare proxy is very important as these are the people who would step in to make decisions should you become incapacitated.
