Estate Planning

Estate Planning

Be in control of your future.

With a little planning you can impact who takes care of your kids if something happens to you, how much you pay in estate tax, and whether or not your heirs will have to go through the probate process. So why wait?

We’ll take the time to make sure that we understand your specific goals and advise accordingly. And we’ll be happy to quote you a flat fee so you won’t have to worry about the meter running.

Basic Estate Planning
No need to reinvent the wheel; when it comes to estate planning sometimes simple is better.
Trust Based Estate Planning
Sometimes the basics just aren't enough.
Estate Tax Planning
You’ve worked hard for your assets; we want to help you secure them.
Special Needs Trusts
Having a loved one with special needs means taking extra precautions when planning for the future.
Asset Protection Trusts
Nursing home care is expensive; we can help you plan for these expenses.
Probate & Estate Administration Checklist
We can help you through this process; here's what to expect.