Estate Planning

Estate planning is the process of managing the financial responsibilities of a loved one’s personal affairs before they are.
These are the documents and legal vehicles that we provide to assist you in meeting this need.

  • Living Trust
  • Power of Attorney
  • Healthcare Directive
  • Pour-Over Will
  • Special Needs Trust
  • Irrevocable living Trust
  • To learn how a consultation may assist you click here.
  • Described as living because the trust is active while you are alive.