Estate Planning Services
Estate Planning Services
Don’t leave your family powerless if you cannot act for yourself. We can help you plan your personal health and financial affairs by creating the essential documents to take care of your affairs before and after death.
Holistic Approach
Our legal services approach ESTATE PLANNING in a holistic manner, to organize your personal and financial affairs to accomplish the quality retirement you have worked and saved so hard for.
Planning Goals:
Protect Your Retirement
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Determine who to name as your agent under power of attorney and what powers to grant them
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Choose your health care advocate and explain the use of advance directives during end-of-life decisions
Protect Your Family
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Determine who to name as your agent under power of attorney and what powers to grant them.
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Choose your health care advocate and explain the use of advance directives during end-of-life decisions.
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Address your desires to transfer wealth to your family or vulnerable loved ones.
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Minimize the effect on taxes for you, your estate, and your family.
Protect Your Future and Your Legacy
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Plan for the future including your living situation
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Age in place considerations
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Building an Accessory Dwelling Unit (ADU) or In-Law Suite
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Protect Assets as your care and living situation change
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Practical solutions with Family Agreements and Contracts
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Life Time Gifting considerations
OUR SERVICES
WILLS
A Will determines how your property will be distributed when you pass. We will take time to listen to your wishes. We understand that when it comes to estate plans one size does not fit all. We can tailor a Will to meet your specific needs.
POWER OF
ATTORNEY
A Power of Attorney is a document that gives someone broad powers to transact business on your behalf. It can allow a person you designate to make withdraws from bank and investment accounts and sign as your agent on legally binding documents.