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Estate Planning Services
Receive clear guidance to create an estate plan that protects your family, preserves your assets, and reflects your goals for the future.
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Wills
A will lays out who receives what, and who you trust to carry out your
wishes. It is the foundation of most estate plans.
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Trusts
A trust can help manage and transfer your assets the way you want, and
in the right situation, it offers options a will alone cannot. Whether one
makes sense for you is something we will talk through together.
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Powers of attorney (financial and medical)
These let someone you trust step in to handle your finances or medical
decisions during your lifetime, if you ever cannot. They keep the people
you choose in charge, instead of leaving it to a court.
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Living wills and healthcare directives
These put your wishes about end-of-life care in writing, so your family
and doctors are not left guessing. They speak for you when you cannot
speak for yourself.
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Guardianship designations for your children
This lets you name who would raise your children if you could not. It is
one of the most important choices a parent can make, and one worth
making on purpose.
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Transfer on Death deeds and Lady Bird deeds
These are tools that can let real estate pass to the people you choose
without going through probate. Which one fits depends on your situation,
and we will help you sort that out.
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Planning for incapacity and aging
People are living longer, and planning only for what happens after you
pass is no longer enough. This is about making sure you are cared for,
and your affairs are handled the way you want, through a longer life and
whatever it brings.