Estate Planning
Create peace of mind for you and your family.
Though it’s not fun to think about, it’s important to protect your assets during your life – and long after it. Estate planning provides peace-of-mind for your family, limits financial risks and losses, and creates an orderly transition of assets for your beneficiaries.
There is no minimum asset level to get started in preparing for your future. Our pricing is reasonable and flexible based on your needs and assets.
We take a two-step approach to developing and maintaining your estate plan:
Preventive Maintenance
Let’s create your plan. Estate plans are not one-size-fits-all, so the specifics of yours will be determined based on your needs, goals, and estate valuations. Planning now can avoid legal and financial challenges in the event of disability or death. Your family or beneficiaries will gain a carefully developed roadmap for the distribution of assets, care for minor children, minimization of taxes, and elimination of conflicts among family and heirs.
Periodic Review
For better or worse, things change: your financial circumstances, family status, and health. Therefore, we can periodically review your estate plan at key moments in your life.