Our clients are our number one priority. We educate, advise, and support our clients in preparing an estate plan that meets their family’s unique needs.
We understand that little details make all the difference. Every client and situation is unique. We actively listen and talk through your priorities and concerns so that we can prepare thorough documents specific to you.
We build lasting relationships to help you through every step of the estate planning process, from the preparation of a will or revocable trust, to the handling of your estate. We strive to be a resource for you and your loved ones for many generations.
An estate plan typically includes your last will and testament, living will, medical and financial powers of attorney, and burial instructions. Some individuals may also have a revocable trust as part of their plan.
Probate is the legal process used to transfer assets from a deceased person to the person's beneficiaries. The process involves a list of tasks the appointed personal representative performs before an estate is closed.
An estate plan alone may not be sufficient to protect you and your family in the event of divorce or death. A marital agreement, more commonly known as a “prenup” or a “postnup," is a contract that spells out the rights and responsibilities of each party to a marriage in the event of divorce or death.
