Our Firm takes a wholistic approach to your estate planning needs. We take our time to understand and discuss your concerns about estate planning. This may include how to best take care of a loved one or how to minimize taxes so that you can pass on a large ‘nest egg' to your family.
Based upon our discussions and your goals with estate planning, we will prepare a variety of legal documents to meet your goals. This would include documents such as a Last Will and Testament, Health Care Powers of Attorneys, Financial Powers of Attorneys or a variety of different Trust Documents such as a Revocable Living Trust or an Irrevocable Living Trust.
We also work with our clients on an ongoing basis to make sure that their estate planning documents are current and up to date. Your personal life, family life and finances are constantly changing and it is important to make sure that your Estate Planning Documents reflect those changes.