Estate Planning

HOW IT WORKS

A simple process to protect what matters in just a few easy steps.

Who and what you're planning for
– You, your spouse or partner
– Your kids or grandkids
– Your home, bank accounts, investments
– Anything else you care about protecting
What you want to happen — and who you trust to carry it out
– Who gets what
– Who makes decisions if you can’t
– How you want healthcare handled
– Any special requests (gifts, charities, family heirlooms)
What you're worried about and how we help you prevent it
– Avoiding court or probate
– Protecting your family from conflict
– Securing your assets from outside threats
– Making sure nothing gets missed or misunderstood

Your central estate plan document that holds and distributes your assets privately — bypassing probate and keeping control in your hands during life and after death.
A safety net that ensures any assets not already in your trust at the time of death are still transferred according to your plan.
Authorizes someone you trust to make financial and legal decisions on your behalf — either immediately (durable) or only if you become incapacitated (springing).
Gives someone authority to make medical decisions for you if you can’t — and documents your preferences for life-sustaining treatment.
Legally names who will care for your minor children if something happens to you — so the court doesn’t decide.
A detailed plan for how your real estate, accounts, and personal property will be properly titled, retitled, or transferred into your trust to ensure your plan works.
We design and integrate specialized trust structures — including special needs trusts, IRA beneficiary trusts, personal asset trusts, and other tools — based on your family dynamics, asset types, and long-term objectives.