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We help clients understand their options in estate planning, from determining what assets they own to financial planning. We help give our clients gain a clear picture of their situation. We draft estate planning documents, including the following:

  • Immediately after a major life event

  • Annually

  • Thorough review every five years

When should you review your estate plan?

  • Change in marital status;

  • Addition to your family through birth, adoption or marriage (stepchildren);

  • Death or incapacitation of a spouse or family member;

  • Spouse, parents or other family member has become dependent on you;

  • Substantial change in the value of your assets or your plans for their use;

  • Receipt of a sizable inheritance or gift;

  • Change in income level or income requirement;

  • Retirement; and

  • You have plans to change any part of your will or estate plan.

Get started today

  • Wills

  • Financial powers of attorney

  • Irrevocable trusts

  • Revocable trusts

  • Income assignment trusts (Miller Trusts)

  • Health care powers of attorney

  • Living wills

  • Guardianships

  • Conservatorships

Estate Planning