Estate Planning

Estate planning is the process of setting up documents to ensure that you are provided for during your lifetime (in the event of incapacity) and that your assets are distributed according to your wishes after you die. A typical estate plan consists of a trust, will, durable power of attorney and health care directive, as well as other documents.

You will be appointing individuals to act as your successor trustee, executor, attorney-in-fact, and health care agent. You should give careful consideration to an appropriate choice for successor trustee, as well as whether you want more than one person to act as co-trustees. We take the time to know your individual circumstances so that we can help you make appropriate decisions for your plan.

It is vitally important that you fund your trust. We ensure that any real property that you own is transferred into the trust. We also will advise you with the appropriate way to handle any business interests you might own.