Estate Planning

Estate Planning encompasses numerous avenues by which to secure your wishes in the event of your incapacity or death.  Often people make the mistake of determining they have no need for “estate planning” because they hold modest assets and live on limited income.  This is most often a critical  — and often costly — mistake.

We believe that it is important for you to plan for the management of your affairs in the unfortunate event of your incapacity.  This includes creating documents such as durable powers of attorney and advance healthcare directives so that your designated loved ones are properly empowered to act on your behalf in financial/legal matters and health care decisions should you need it.

We can help you properly plan for the distribution of your property upon your death, regardless of the size of your estate.  Without an enforceable plan, your heirs will likely find themselves mired in stressful decision-making and potentially costly court proceedings.  We can create a plan that makes distribution of your property as efficient and smooth as possible for your loved ones as they grieve your passing.

We offer flexible meeting times and locations, including home visits for our clients with mobility challenges.