Estate Planning & Advanced Estate Planning

Estate Planning is about more ­than money. Whether you have $1 or $100 million, you need to have a plan in place that protects your loved ones during your death and disability.

Putting together a tax-efficient distribution plan for your assets is essential, but more and more people are motivated to complete their estate plans to ensure their loved ones, children, pets, and businesses are not left in chaos at a time when they are already grieving and struggling to adjust.

Just like you wouldn’t own a house without homeowner’s insurance, you should never put your family and business at risk by failing to have a plan in place for your death and disability.

Estate planning is a complex process that we make simple. Ensuring every client understands the plan they are putting together is key to not only ensuring the plan works as intended, but also to ensure it meets your individual goals.

We offer complimentary initial meetings for all new estate planning clients, including no-cost second-opinions. Make sure you understand your plan and how your goals and assets work with your plan. Schedule a time to visit with us today.

Plan. Protect. Preserve.

  • Wills/Trusts
  • Asset Protection
  • Blended Family Planning
  • Estate Tax Planning
  • Revocable Trusts
  • Irrevocable Trusts
  • Nursing Home/Medicaid
  • Physician Planning
  • Farm Planning
  • Trust Modification
  • Planning for Business Owners
  • Special Needs Trusts
  • Powers of Attorney

Frequently Asked Questions:

How do I know if I need a will or a trust?
You don’t, that’s why you are calling us.

What is funding?
Funding is an integral process to setting up a will or a trust and refers to the proper titling of each your assets to ensure they align with your plan design.

What happens to my kids if I don’t have a plan in place?
The state’s default rules kick in and your loved ones end up going through the probate process, which often causes chaos, confusion, and family disputes.

Isn’t estate planning just for rich people?
Do only rich people die? Estate planning refers to the process of planning for your death and disability. Everyone needs estate planning.