Estate Planning
Estate Planning Services
Estate planning is necessary to ensure your assets are distributed as you want and your wishes are carried out in the event of your passing or incapacitation. Estate planning is the management, preservation and the distribution of your assets, both during your life and upon your death. Your “estate” is all of your assets of any value that you own, including real property, business interests, investments, insurance proceeds, personal property and even your personal effects.
An “estate plan,” generally, refers to the way your estate is passed on to your loved ones in the event of your death. Estate planning can be accomplished through a variety of methods, including:
Revocable Living Trusts
Making sure your final wishes are carried out with the proper estate planning documents.
Last Will & Testament
Helping you to decide if you need a Will, a Trust, or both.
Beneficiary Designations
Are the proper beneficiaries listed on all of your legal, financial, and insurance documents?
Lifetime Gifting
If charitable donations are your wish, we can put the proper documentation in order.
Joint Ownership
Helping you to determine what is necessary when joint ownership is an issue.
Probate
What is Probate and why do you want to avoid it? We’ll explain.
We have simplified the Estate Planning Process to help you design the plan that fits your needs and addresses your concerns. It is important to plan today for peace of mind tomorrow.
We will create a plan that works for your unique needs and situation. We have flexible hours and offer after hours and weekend appointments to fit your busy schedule.
Contact us today to schedule a no-obligation consultation regarding your unique estate planning needs.