Estate Planning

Estate Planning is more than just Wills and Trusts. Most people will consider estate planning after the birth of a child or when their assets have accumulated. Without proper estate planning, your loved ones are left with the responsibility of handling your estate, which may result in complicated administration costs, unnecessary taxes or worse – family disputes because you failed to provide a clear, easy-to-administer and well-documented set of intentions.

Through candid conversations and compassionate care, we can help create a financial estate plan for you to ensure necessary details are handled properly and your financial affairs are appropriately arranged.

We are committed to the financial sustainability of your family. We can help navigate the details of probate, life insurance claims and account changes in the event of the death of a loved one. We are here to prepare you, to hold your hand and to take the worry out of life’s financial challenges.

• Consulting with you and your attorney
• Developing a plan to ensure your loved ones are taken care of
• Helping you decide if a Trust is suitable for your situation
• Planning for any special needs children
• Arranging donations to charities you are committed to supporting
• Identifying opportunities to reduce estate taxes
  

Let us help you protect everything you have worked so hard to achieve.

Insurance is a complicated subject and we are here to help you answer any questions you may have.

• Do you have adequate life insurance? Do you still need life insurance?
• Long Term care insurance – what is it? What can it do for me? Should I purchase it and how much?
• Liability protection – are you adequately protected in the event of an unexpected suit?
• Do I need disability insurance? How much do I need? Where can I get it?