Estate planning is not just for wealthy seniors. Irrespective of your age or income bracket, estate planning and lifetime directives are important to address and plan for the unexpected. These documents are equally important for young families as they are for older generations. We urge you not to wait until it's too late. Simply having them in place for you and your family can give you peace of mind.

Lifetime Directives

These devices are a bit like insurance without the annual premium. They allow you to designate an individual or individuals to make decisions for you or act on your behalf when you can’t or it is inconvenient for you to do so. They can be extremely critical documents in hard times or simply a matter of great convenience.

Wills and Trusts

Wills and Trusts are used for planning purposes to ensure that your wishes and intentions with respect to the disposition of your assets upon death are fulfilled.

Probate very often gets a bad rap. In the same way, we very often hear from people that they “need a trust.” The truth is that probate is not actually a bad thing and most people do not need trusts. You can come to us for honest estate planning advice based on your unique circumstances.

Both Wills and Trust enable you to control the disposition of assets upon death. We will listen to your concerns and offer a variety of ways to address them. While both Wills and Trusts are designed to plan for the unexpected, they can be updated and changed if your wishes change.