Services ~ Estate Planning

Thoughtful, detailed estate planning services

Protecting your assets, determining your health care directives, distributing your wealth upon your death — these and other issues are important aspects of estate planning. During thoughtful conversations with you, we ask questions and listen carefully to your ideas about inheritances and heirlooms, transferring money values to your children and grandchildren, plans for a family business, wishes for charitable giving, and avoiding estate taxes.

Helpful estate planning review and guidance

Working closely with your attorney, or one that we recommend, we develop the architecture of your estate plan and shepherd you through the planning process. With extensive experience in creating estate plans, we help you understand the legal language and make sure your plan accurately reflects your wishes.

With your estate plan in place, we assist you in implementing each detail and review the plan’s effectiveness. When life circumstances change and your plan needs to be altered, we oversee this process too.

Key estate planning documents

The estate planning process includes creating or reviewing five key documents to make sure that your wishes are met:

• Revocable trust or irrevocable trust
• Will
• Durable power of attorney for financial matters
• Durable power of attorney for health care
• Living will

During the development of these documents, we help you determine appropriate provisions, trustees, guardians, executor or executrix, agent for health care, and advance directive decisions.

Trusted stewards of life’s precious things

Having worked with many of our clients for years, we know them well and what they value. They trust us with their family’s private matters, personal effects and hopes for the future. We feel a deep responsibility for ensuring that their wishes are met, during their lifetime and after.

During the estate planning process, we act as an objective and caring fiduciary for you and your family, and provide our services for no additional fee.

Contact us for a thoughtful conversation about estate planning, to be sure your wishes are established.

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