Estate and Trust Planning

Although thinking about what will happen with your estate can be an uncomfortable and deeply personal matter, it is also vitally important. The failure to properly plan in advance can often lead to unnecessary delays and expense, as well as confusion, tension or hostility between your loved ones. Conversely, a carefully and thoughtfully crafted estate plan can provide peace of mind and the security of knowing that your last wishes will be faithfully honored.

Estate planning is not a “one size fits all” endeavor.  Each estate plan is unique, based on the individual client’s circumstances and goals.  We take the time to consult with our clients, understand their goals, then utilize available estate planning tools to achieve them in an efficient and effective manner. These tools include:

• Revocable and Irrevocable Trusts
• Wills and Testamentary Trusts
• Special Needs Trusts
• Advanced Medical Directives and Living Wills
• Healthcare and Durable Powers of Attorney
• Financial Powers of Attorney