Estate Planning

Estate Planning

We work with you to assess various estate planning solutions that may be appropriate for you. Whether you want to leave a legacy or spend your last dime, we can help you develop the broad outlines of a plan tailored to your unique circumstances.

Once we have helped you identify your objectives, we partner with attorneys specializing in estate planning to develop your will, establish trusts as needed, help you designate an executor and trustees, and structure and implement power of attorney and healthcare proxy documents.