Will & Estate Planning

In the absence of the appropriate estate planning documents, upon your death your property passes according to state law rather than your wishes. We provide comprehensive estate planning services to ensure that, regardless of life’s changes, our clients have a documented plan in place regarding their health, finances and assets.

Wills and Related Documents

We use a straightforward approach for implementing estate plans. We focus on an individual’s wishes regarding family matters, beneficiaries and tax considerations pertaining to the eventual transfer of assets.

  • Estate PlanningSimple or complex will: To name guardians for minor children and to decide how your property and assets should be distributed and to whom upon your death
  • Durable power of attorney: To appoint a person to make financial decisions while you are alive should the need arise
  • Name a health care proxy: To document your health care wishes and appoint an individual to make major health care decisions should you become incapacitated

It is important to update your will after any major life event, such as the birth of a child, a divorce or the death of a fiduciary.