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Estate Planning

Helping Clients with Estate Planning, Wealth Succession and Preservation

Estate planning prepares for and arranges how your estate will be handled when you die. Let’s face it - it is an important task, which needs to be properly and legally performed so that it reflects your wishes and goals. We recognize that you have many questions and concerns regarding your estate, future medical care, end-of-life planning and a myriad of other decisions for you and your family.  We can help you create a comprehensive estate plan that is right for you and your family.

Estate Plans

We can assist you with matters such as:

  • Traditional estate planning: Trusts, Wills, Powers of Attorney
  • Incapacity planning
  • Irrevocable trusts
  • Special Needs Trusts
  • Estate administration
  • Trust administration

Estate planning can be a strenuous and comprehensive task, but with us you will be in competent and capable hands.

There are many aspects and considerations to be dealt with in estate planning and each plan needs to be customized to fit the assets, needs, and goals of the individual involved. By consulting with us, you can take that first step towards designing a comprehensive estate plan that will ensure that your wishes are carried out according to your specific desires.