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Firm Description

Estate planning

We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.

Here's what goes into a strong estate plan

A will

Tells your loved ones who should get what when you're no longer here and names a guardian if you have children under the age of 18.

Powers of attorney

If you're not able to make decisions about your finances or medical care, this allows someone you've chosen to make them for you.

Advanced directives (living will)

Lets doctors know which treatments, procedures, and medications you do or don't want to receive if you're unable to tell them.

Trusts (optional)

Allows a third party to hold assets on your behalf and specify how and when they will pass to your beneficiaries.

Hours

Cost