Comprehensive Estate Planning

Protect yourself, your family and your hard-earned assets.  A carefully constructed estate plan protects you and your assets in case of an medical emergency, nominates a guardian for your children, directs your assets to your intended beneficiaries, and saves your estate thousands of dollars in taxes. A comprehensive estate plan typically includes the following:​

Revocable Trust Estate Plan

An estate plan based upon a revocable living trust is recommended for anyone who owns a home and/or has a child.  Click here to learn more or schedule an appointment today.  

Will-Based Planning

A simple will may be a good option if you have less than $150,000 of total assets and need to nominate a guardian for a minor child. Click here to learn more or schedule an appointment today.  ​

Power of Attorney

The power of attorney eliminates these issues by giving the trusted individual power over your accounts, while leaving title solely in your name.  

accomplishes multiple objects.  First, it helps the creator sustain their assets and well-being if incapacitated.  Second, the plan allows your assets to pass onto your heirs without going through an exensive probate process.  Finally, our comprehensive estate plan will provide for the care and well-being of any children.  ​

Healthcare Directive

A healthcare directive and healthcare power of attorney is something that many of us avoid thinking about.  However, it is beneficial to the individuals that must make decisions on your behalf.  There can be feelings of guilt or remorse if there is not a plan for your healthcare in the event that you become incapacitated.  A healthcare directive removes that emotional burden from your healthcare agent by providing them with a clear plan on your desires for treatment during those difficult end of life moments.  

A healthcare directive may also help keep your estate solvent by reducing unwanted medical costs.  

Finally, the act of creating a healthcare directive forces us to converse with our loved ones about these issues and can help provide further clarity on the matter.  ​

We would love to help you. Together we can secure your legacy.

Let's get starts. Call to speak with our associate, book an appointment to discuss your options when it's convenient for you, or get a free quote to begin planning.