No matter your age or family status, every adult needs an estate plan. This is even more critical for those with minor children, dependents with special needs, blended families, individual or family-owned businesses, and other unique financial or family situations.
We believe in investing the time necessary to understand each client’s particular circumstances before providing a thorough explanation of planning options; then drafting and assisting in the client’s execution of high-quality documents that will eventually carry out the client’s specific wishes.
Each estate plan includes a Last Will & Testament, Medical Advance Directive, and Financial Power of Attorney. Depending on the circumstances, the plan may also include Revocable and/or Irrevocable Trusts. Specific plans and specific provisions within the plan are always part of the consultation with the client.