Estate Planning (Wills and Trusts)

Estate planning is a process. It involves people—your family, other individuals and, in many cases, charitable organizations of your choice.  It also involves your assets (your property) and the various forms of ownership and title that those assets may take.  And,  it addresses your future needs in case you ever become unable to care for yourself.

Through estate planning, you can determine:

  • Management:  How and by whom your assets will be managed for your benefit during your lifetime if you ever become unable to manage them yourself.
  • Lifetime Gifts:  When and under what circumstances it makes sense to distribute your assets during your lifetime.
  • Gifts at Death:  How and to whom your assets will be distributed after your death.
  • Heath Care:  How and by whom your personal care will be managed and how health care decisions will be made during your lifetime if you become unable to care for yourself.

In our estate planning practice, we will work with you one-on-one to design a custom-tailored estate plan that fits you and your family’s particular needs.  A properly drafted estate plan will allow you to control your property while you are alive and well, take care of yourself and your loved ones, and upon your death give what you have, to whom you want, when you want, all at the lowest overall financial and emotional cost to you and your loved ones.

During your estate planning consultation, we will take the time to get to learn about you, your family, your estate and, most importantly, your goals.  Our meetings should help you to understand your options, the process, and earn your trust. The first consultation is always free — with no obligation.  Please call today to set up an appointment.

For more details about the estate planning process, click here.