Estate planning is as simple as creating a legal plan for you and your family’s future. It includes making advance health care decisions, appointing financial agents to act on your behalf (when needed), and determining how to distribute your estate upon demise. Since these decisions are highly personal, we work carefully to ensure that your specific documents match your individual goals and preferences.
Every individual should have at least a last will and testament, regardless of financial condition. Failure to do so means that your estate is passed according to the state law, and not to your individual preferences. Most families are surprised at the size of a final estate when assets such as life insurance are factored in. In a edition, young parents will leave behind young and vulnerable children, and without a last will and testament to nominate their children’s successor guardians, any number of individuals could apply for the position, creating great uncertainty for their future.
Individuals and couples also need appropriate durable power of attorney documents to ensure that financial and health-care decisions can be made on their behalf during times of absence or disability. Also, everyone needs a living will to protect the sanctity of their end-of-life decisions and avoid protracted family legal proceedings.

- Testamentary Trusts
- Living Trusts
- Irrevocable (Asset Protection) Trusts
- Special Needs Trusts
- Charitable Trusts
- Durable Power of Attorney
- HIPAA Forms
- Living Wills
- Estate Planning Binders
- Funeral Instructions
- Guardianships
- Conservatorships
- Adoptions