Estate Planning

Do you know what would happen legally- to you, your loved ones, your money and everything else you care about – if something unexpected happened to you?


If you have an estate plan and it’s out of date, your assets could be lost to the State Department of Unclaimed Property, or to an unnecessary Court process.


If you don’t know exactly what would happen for everyone you love and everything you own, then the first step is to find out exactly what would happen, legally and financially, so that you can decide if the current state of your affairs is okay with you.

Our Estate Planning Services Include:

  1. Will Creation: A will is a foundational document in estate planning. We will assist you in creating a will that clearly outlines your wishes for asset distribution, guardian appointments, and more.
  2. Trust Establishment: Trusts are versatile tools that can help you manage and protect your assets, minimize probate, and provide for your loved ones. Whether it's a revocable living trust, an irrevocable trust, or a special needs trust, we will guide you through the process of selecting and establishing the right trust for your unique needs.
  3. Beneficiary Designations: Ensuring that your beneficiary designations are up to date is crucial to avoid potential complications in asset distribution. We'll help you review and update these designations as necessary.
  4. Power of Attorney: Appoint someone you trust to make financial and healthcare decisions on your behalf if you become unable to do so. We'll assist you in creating a power of attorney that reflects your wishes.
  5. Advanced Healthcare Directives: Specify your preferences for medical treatment and end-of-life care through advanced healthcare directives, ensuring your healthcare decisions align with your values.
  6. Guardianship Nominations: If you have minor children, it's essential to designate guardians who will care for them if something happens to you. We'll help you make these critical decisions.
  7. Asset Inventory and Protection: We'll work with you to create a comprehensive inventory of your assets and develop strategies to protect them from potential threats.

Helping You Throughout All Stages In Life

We represent families throughout varying stages of life:

  • Traditional two parent families or single parents wishing to provide for and protect their children and themselves;
  • Unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel;
  • Blended families negotiating the challenges of creating new relationships with varying expectations;
  • Families with special needs looking to ensure that their children with special needs will be taken care of and able to continue to receive government assistance;
  • High net worth families seeking strategies for minimizing estate and income taxes;
  • Estate executors and beneficiaries navigating the court process of probate administration; and
  • Family members or trustees carrying out the legacy left behind through a trust administration.

Contact us today to schedule your FREE 15-minute consultation, and let's start building a secure and prosperous future together. Your peace of mind is our top priority. Call 303-900-8819.

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