Estate Planning Services Overview
We help people facing all types of estate planning issues get their affairs organized - including married couples with small children, single parents and couples with grown children who:
- Want to keep their assets from being lost
- Have mixed feelings about certain family members
- Want to make provisions for their elderly parents
- Want to leave a gift to church or charity
- Are dealing with second marriage issues
- Individuals with no children, who may or may not be in a long-term relationship
- Individuals and couples who have accumulated some wealth
- Want to minimize estate taxes
- Want to simplify transfer of assets
- Want to impose long-term controls for family
- Want to preserve a family business
As part of our estate planning services, we help our customers plan for the possibility of illness and incapacity, in addition to organizing affairs in the event of death.
We listen to the details of our clients’ situation during the free initial visit. At the end of the meeting, we tell our customers exactly what we think they need, and exactly how much it will cost. Then we work with our customers and their other professional advisors to make sure things are done right.
