Estate Planning

Wills, Trusts, Powers of Attorney

What will happen to your property when you die? Who can conduct your financial and legal affairs if you are unable to do so?

No one likes to think about disability or mortality; yet thinking about it and dealing with the financial consequences of these inevitabilities is necessary. No two families or individuals are alike and so no two estate plans are identical. Estate planning is more than preparing a will, although for many clients this is the first step. Others may need more complex solutions to carry on the family business or to assist a loved one with special needs. We work with our clients and often their financial planners, accountants, or insurance professionals to devise a comprehensive estate plan that suits their needs. We do not shoehorn clients into a one size fits all trust kit. Our focus is on creating plans that accomplish client objectives in a manner that is as simple and efficient as possible.

Our initial consultations for wills and estate planning are free. We will be happy to review your current will to determine if your goals are still being met.