Estate planning on your own can be complicated and costly. It’s not just about having a will or a trust—proper estate planning is having the right tools in place to facilitate the transfer of your assets to the intended recipients with the least amount of difficulty, administrative costs, and taxes, all while ensuring that your wishes are carried out as you intended.
Every estate planning situation is different and not knowing your legal and financial rights often ends up costing you more in the end. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations, and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we’ll be there with you.