Estate Planning

Estate planning should be about more than just creating documents. Too often, people go to an attorney, ask them to draft a will and the attorney does it without considering the person’s estate planning goals. Good estate planning is about more than wills, trusts and powers of attorney. It’s about achieving the client’s goals. And most of the time that means more than just drafting documents.

Our estate planning process involves defining and setting goals, teaching about estate planning tools and legal terms, gathering the necessary information and then designing, drafting and implementing a customized estate plan that achieves the client’s goals.

The estate plan does not stop when documents are signed. The plan has to be implemented, and the individuals who are involved in the plan must be taught how to use it. That’s what sets us apart. That’s why we do more than draft documents. We teach you and your family how to make sure the plan is properly implemented.

  • Will

    A Will is a tool to manage your finances after death. It tells the Probate Court where you want your assets to go. It lets you nominate your Executor. And it lets you name a guardian for your minor children.

  • Trust

    A Trust is a tool to manage your finances during your life and after death. A trust is a legal entity capable of owning financial assets, real estate or other property. The Trustee must follow the instructions laid out in the trust agreement. Trusts can be revocable or irrevocable. A good attorney can talk to you about what type of trust is right for you.

  • Durable Power of Attorney

    A Durable Power of Attorney is a tool that allows someone else to manage your finances if you become incapacitated or are unavailable.

  • Health Care Power of Attorney or Health Care Surrogate

    A Health Care Power of Attorney or Health Care Surrogate is a tool that allows someone else to make health care decisions for you if you are incapacitated.

  • Living Will

    A Living Will is a tool that gives health care providers instructions about end-of-life care when you are in a terminal condition.