Estate Planning

Planning for the inevitable- Death. Although it may be creepy or uncomfortable, in today's world, it is important to plan for "what could happen."

We can assist with your estate planning in a professional and in a matter of fact style that will put you at ease.

Proper estate planning is the greatest gift you can give your loved ones. It reduces the burden of dealing with you property after yo​u have died.

How Estate Planning Works

If you have never met with a estate planning attorney or it has been awhile, we will meet with you (and possible your spouse) for an hour or more. We will discuss what you already have in place and what your concerns are about the future. We will give you suggestions on how to best protect your interests and to meet your life goals.

Once we have a plan, we will begin working on developing the documents required for estate planning. When we complete them, we will set a time for you to come in and sign all the documents.

No more legal worries.

Problems happen. We can help.

Wills & Codicils

The foundation of most estate planning. A will appoints someone to handle your affairs after to die and also dictates how your estate is to be handled. A will also is important if you have minor children, are remarried, and have real estate and other property.

Power of Attorney

If you become unable to handle decisions in your life due to health, injury, illness or other factors, a Power of Attorney appoint someone to make business, financial, banking, investment, and other decisions on your behalf.

Advance Directive

An advance Medical directive contains two Documents in one. First a Medical Power of Attorney that appoints someone to make healthcare decisions on you behalf. Second, a living will that states your desires for end of life care. This document only is enforceable if you are unable to make your own healthcare decisions.

Living Trusts

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Real Estate Transfers

We can help you to plan and to protect your real estate upon your death.

When should you review your Will and Estate Planning?

You should review your will and your estate planning whenever there is a major change in your life or family. This includes when you retire, start a new job, sell your home, have a new baby or grandchild, you have a death in the family, divorce, or get marry. It is recommended that you review your estate documents annually and meet with your attorney to review every 3 to 5 years.

Business Secession Planning

Are you concerned what will happen to your business if something happens to you? Are you considering retiring and want to ensure that your business successfully continues?

We can help. This is a type of “estate planning” for the business owner. We can help plan, review current corporate documents and put the proper mechanisms to ensure that your business continues the right way.

Probate

Probate is the process to resolve your estate after you have passed on. Probate has several milestone events that will need to be attended to by the estates personal representative. We can help you or your loved one through this process.

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