Estate Planning

Estate planning is the process of determining who will receive your assets and handle your responsibilities after your death or incapacitation. Our office will guide you through this process by discussing your current financial goals as well as your financial goals for your future. We will help you ensure that your beneficiaries receive your assets in the manner that is most cost-effective to both you and them, whether that is transfer by a Last Will and Testament, by a Trust, or in some other manner. We will also help ensure that you are taken care of as determined by your specific instructions if you are incapacitated either physically or mentally during your lifetime.

Depending on your specific needs, Estate planning may include: