ESTATE PLANNING

Good estate planning is more than just a simple Will.  With my clients, we evaluate every aspect of your estate including your personal health, finances, tax savings, distribution of assets, and more. 

Estate planning can minimize potential taxes and fees; coordinate what happens to your home, investments, business, life insurance, employee benefits (such as a 401k), and other property, in the event you become disabled or diseased. 

On the personal side, a thorough estate plan includes directions to carry out your wishes regarding health care matters in the event you are unable to give the directions yourself someone you select would do that for you; knowing exactly when you would want them to authorize heroic measures and when you would prefer them to let go. 

Estate Planning is a very serious and personable matter, we look forward to serving and protecting your wishes for the future.