Wills, Trusts & Estate Planning


Everyone age eighteen years and older with the necessary capacity should have a Will, Power of Attorney and Health Care Proxy.  Plain and simple. When these documents are in place, you and your family can rest easy, knowing you have the basic documents in place so you are prepared when life throws you a curveball.  Additional planning is also available.

The overall goal is make this planning easy and efficient, so you can feel better knowing you have plans in place for now and into the future!  As life evolves, so will your plans.  

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Includes: Will, Power of Attorney & Health Care Proxy

Create your Will, Power of Attorney, and Health Care Proxy documents.  Equip your loved ones so they are prepared in a time of need.

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Includes: BASIC + a Trust and Ancillary Documents

Create a plan with a trust tailored to your specific goals and depending on your circumstances; transfers and other arrangements are also worked on.

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Includes: BASIC PLUS, with Business Formation/Business Succession Planning

Create a plan that has solutions for business owners; your basic documents along with your business interests are all incorporated into a high level estate plan.


What is Estate Planning anyway?

Estate planning means taking care of yourself, your loved ones, business interests and entities you care about for now and the future.  It is a mix of creativity, legal knowledge, hard work and fun!  It really is a time to learn about your options that will benefit you, your family, your loved ones, your business interests and charities.  Estate planning is rewarding and incredibly important.  So important, in fact, that in a perfect world, everyone the age of eighteen years or older with the necessary capacity should have their Will, power of attorney and health care proxy/living will in place.

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This work cannot be done in a vacuum, so we will work together so I can learn about you, your family, your goals and any number of other factors in working through an estate plan that works for you.  I also work with other professionals to meet your needs, such as financial advisors, accountants, business brokers, insurance agents, real estate agents and more. These professionals can be ones you already work with, or ones I have connections with.

Need more detail?

You have various options when it comes to estate planning.  Your plan should be tailored to you and your needs and goals and may include any number of the following:

  • ​Wills from simple to complex

  • Powers of attorney including gift riders

  • Health care proxies/living wills

  • Trusts for any number of reasons

    • Lifetime or testamentary (at death) trusts

    • Revocable trusts

    • Irrevocable trusts

    • Trusts for business interests

    • Supplemental needs trusts

    • Medicaid asset protection trusts

    • Trusts to benefit minor children

    • Trusts to maintain control over assets as opposed to outright transfers

    • Trusts for charitable planning

    • Trusts to benefit pets

    • Trusts for creditor protection

    • Trusts to own life insurance

    • Trusts for purposes of maximizing estate tax exemptions

  • Business succession planning

  • Real estate transfers for estate planning

  • Incorporating income tax planning

  • Beneficiary designation review

  • Reviewing how assets are titled and making appropriate changes

  • Reviewing payable-on-death or transfer-on-death accounts