Estate Planning and Trusts


Estate Planning is reflected in legal documents that give shape to our preferences in health care and financial matters during life, and to our instructions for the distribution of property when we pass away.

Estate planning can be as simple as having a will and powers of attorney. On the other hand, it can be as complicated as having long, involved trust documents, family limited partnerships, or highly sophisticated insurance products. We need estate plans only as extensive as our circumstances require, allowing for the natural changes in our lives over time. We should look for a good value in estate planning, just as we do with any other investment.

Areas that we offer Estate Planning legal assistance include:

  • Revocable living trusts
  • Pour-over wills
  • Durable powers of attorney for property management
  • Advance health care directives
  • Special needs trusts
  • Children’s trusts
  • Property agreements

Key Benefits of  Estate Planning

  • Transfer property to your heirs without the expense and delays of probate
  • Provide ongoing income to your family (a spouse, child, parent or family member with special needs)
  • Reduce estate taxes
  • Benefit a favorite charity
  • Save your family from difficult decisions
  • Reduce taxes
  • Make retirement easier