Estate Planning

Most Estate Plans include a Trust and the following documents for each Client: Will, Durable Power of Attorney for Assets, HIPAA Authorization, and Advance Directives to Physician. We draft guardianship provisions when there are minor children (See FAQ for an informative description of these documents). Estate planning goals include:

  • Preserve Privacy
  • During life, organize and control property
  • If Incapacity strikes, appoint someone to act and care for you without a public hearing
  • Give what you want to whom you want when you want
  • Avoid delays.

We listen, discuss, help you organize, and then draft an Estate Plan that fits your situation.

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