Estate Planning

Living Trusts

A living trust allows you to manage and protect your assets during your lifetime, while simplifying the transfer of property to your beneficiaries after you pass — often avoiding probate entirely. We’ll help you set up a trust that reflects your wishes and keeps things easy for your loved ones.

Last Will and Testament

Your will clearly states how you want your assets distributed and who will carry out your wishes. We make drafting your will simple and thorough, so you can feel confident your wishes will be honored.

A happy elderly couple sharing a joyful moment on a swing in autumn setting.

Estate Tax Planning

Proper estate tax planning can minimize the taxes your estate may owe, preserving more of your wealth for your heirs. We’ll review your unique situation and develop strategies to protect your assets and reduce potential tax liabilities.

Powers of Attorney

A power of attorney ensures someone you trust can handle your financial or medical decisions if you’re ever unable to do so. We guide you in selecting the right individuals and drafting documents that reflect your wishes and provide peace of mind.

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