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ESTATE PLANNING

WILLS AND TRUSTS

Careful planning now can streamline events that occur after your passing. A good will can ensure that what you want to see happen with your possessions actually does happen. We aim to provide effective and low-cost wills and trusts to our clients, so that they can have peace of mind now. We try to direct our clients in ways to avoid accidentally causing family strife.

 

We also can advise you on ways to structure your assets so that they pass to your beneficiaries outside of your will. That can make some of your assets available more quickly after you pass and without needless complication. Contact us to arrange a consultation to discuss what solution would work best for you.

 

TRUSTS FOR MINORS
AND SPECIAL NEEDS TRUSTS

Whether part of your will or separately, we can help you arrange protective trusts for children—or those with special needs—to ensure that they get financial assistance from you over a spread-out period of time, instead of all at once while they are young. These kinds of trusts can be structured a variety of ways, all with the aim of productively helping those who need it. Contact us to discuss how to match your goals with your beneficiaries’ needs.

 

POWERS OF ATTORNEY,
HEALTHCARE POWERS OF ATTORNEY AND LIVING WILLS

Advance planning can make many difficult situations in later life far less complicated. By establishing power of attorney documents, you can make arrangements now that will simplify unforeseen troubles down the road. There are a variety of planning documents available to you that can be shaped to suit your particular needs. Contact us to set up a consultation, so that we can assess what solutions would work best for you.

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