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Our Services:

Estate Planning

 

Planning for Your Family and Your Assets

Do you know what would happen, legally and financially, to you, your loved ones, your money and everything else you care about, if something unexpected happened to you?

If you don't have an estate plan, then the state has a plan for you, and it's probably not what you want. If you don't know what would happen to your family and your assets if something happened to you, then the first step is to figure that out so that you can decide if the state's plan is okay with you.

If you already have an estate plan, has it been updated? If you have an estate plan that's out of date, your assets could be lost to the state's department of unclaimed property, or caught up in an unnessecary and public probate court process.

What is in an Estate Plan?

Your estate planning needs will depend on your assets, your family situation, and the outcomes you desire. Our 3 Levels of Planning will ensure that there is a plan that fits your needs and your budget, whether that's a simple will-based plan, a trust-based plan, or an advanced trust-based plan with our office handling all of the funding.

In addition to wills and trusts, all of our estate planning levels include powers of attorney, healthcare directives, and other important documents that are needed in the event of incapacitation. 

For our clients who have minor children at home, we include our Kids Protection Plan® which will make sure that your kids are taken care of by who you want, in the way you want, if something happened to you.

And with all our plans, we provide you with an organized inventory of your assets so that everything you own can be easily located by your loved ones, and a Legacy Interview so that you can pass on more than just your money.

Finally, we include a complimentary review of your plan every three years to keep your estate planning documents up to date as your family, your assets, and the law changes over time. Or, join our Family Wealth Maintenance Program, where we'll meet to review your plan and your documents annually.

Click here to contact us and set up a complimentary 15 minute phone consultation