Life & Estate Planning

Few of us want to plan for death or disability, but by planning, you can minimize your family’s stress and conflict, choose where your property goes and who will care for your children and pets, reduce your taxes, and plan for your business’s succession.

Just as important as planning for our death is planning for illness or disability in our lives, so that our healthcare and finances are managed in the way we would want and by the persons we choose.

Things that we can help you with include the following:

  • Last will and testament
  • Codicil
  • Living revocable trust
  • Irrevocable trust
  • Special needs and disability trust
  • Durable financial powers of attorney
  • Designated Beneficiary Agreement
  • Medical powers of attorney
  • Living wills
  • Beneficiary designations
  • Family limited partnerships
  • Gifting and charitable planning