We make the process of estate planning personal and understandable. Starting with your objectives and concerns, we then prepare and explain documents to address your situation. These normally include:
- a will to govern your estate;
- a power of attorney to allow for the management of your affairs during your lifetime; and
- healthcare directives to provide for your medical treatment.
In the case of unique or complex circumstances, we can prepare trust agreements to achieve your goals and address your concerns, and assist with life-time transfers where desired. More sophisticated situations may involve consideration of business transition plans, charitable vehciles and life insurance trusts.
Our goal is to assure that your intentions are reflected in documents that you understand.