Life and Estate Planning

Every person should have a life and estate plan that includes provisions for both family and business. At the very minimum, to deal with problems that may arise during your lifetime, your basic estate plan should consists of a Basic Will, Durable General Power of Attorney, and Advance Health Care Directive (or Living Will).

Your estate plan may need additional documents or additional care and consideration if you have minor children or other dependents, or you own any assets, including real estate, bank accounts, brokerage accounts, retirement accounts or life insurance that would need to be distributed after your death.

Additionally, you may want to look at the benefits of establishing a revocable living trust.  It can be used to maximize privacy, flexibility, and asset protections.

Estate and Life Planning

  • Wills
  • Revocable Living Trusts
  • Other Trusts
  • Disability Planning
  • Planning for Closely Held Businesses
  • Succession Planning
  • Sophisticated Estate Planning
  • Guardianship/Conservatorship