Estate Planning:
What Type of Estate Plan is Right for You?

Many people believe that estate planning and asset protection are only for the wealthy. This is simply not true. Regardless of the size of your estate, proper planning can help to make sure that your affairs are handled he way you want, by the people you choose you help you.

The goals of estate planning include:

  • Keep control of your own affairs and assets as long as you are able;
  • Ensure that people you choose will be able to help you when needed;
  • Leave your property to be inherited as you decide, after you are gone;
  • Reduce inheritance and estate taxes;
  • Minimize estate administration and probate costs; and
  • Protect your assets against foreseeable risks and creditors.

We listen to our clients’ needs and circumstances, and draft legally solid documents:

  • Wills
  • Testamentary Trusts in Wills for children and dependents
  • Naming Guardians in Wills in the event of both parents’ death
  • Trusts designed to minimize or eliminate state and federal estate tax
  • General Durable Powers of Attorney for financial matters
  • Durable Powers of Attorney for Health Care Decisions
  • Health Care Directives (“Living Wills”)
  • Community Property Agreements.
  • Mental Health Advance Directive
  • Memorial Instructions
Please slao see our Frequesntly Asked Questions About Estate Planning.

We will gladly review your Will or Estate Plan to ensure it is up-to-date.