Estate planning refers to the process of taking stock of your current financial situation, assessing your goals regarding the future, and preparing the legal documents necessary to carry out your intentions after your death. The estate plan that is right for you depends completely upon your personal and financial goals and circumstances. While estate planning requires an investment of time and money, the result can yield tremendous peace of mind for yourself and your family.
Estate plans are typically either will-based or trust-based. Each option provides benefits, and both require careful implementation to ensure that your goals are fulfilled.
Our attorneys show clients how to gain peace of mind. Our goal is for clients to understand that not only will their financial and medical concerns be handled by someone they trust, but that the assets they leave for their loved ones will be distributed according to their wishes.
Our firm is dedicated to helping our clients in all aspects of their planning. Visit our blog and learn more about your estate planning options.