Estate Planning

We provide peace-of-mind and customized solutions that ensure your wishes are met and your loved ones are taken care of both now and after you are gone.

Estate planning is essential for every person, whether you are a retiree or young parent. No matter how much property you own and regardless of the size of your estate, estate planning empowers you to ensure that your wishes are carried out. It also removes the burden of tough decisions from your family in a time of grieving. Taking the time to create a comprehensive estate plan can ensure that your intentions are legally sound and secure, can avoid or reduce tax liabilities, can prevent future disputes, and can protect your assets and investments. Because no two people or families are the same, our approach to estate planning is not a one-size-fits-all process. With the understanding you would want and the knowledge you would expect, we combine the best real-world experience with a confident ability to give you the peace of mind you want when planning for the future.

Whether you are going to be away from home or business and can’t act on your own behalf, or you want to give the ability to act on your behalf to someone else in case you become incapacitated, a power of attorney document is an important tool. From proxy voting to granting the power to make financial decisions or recommend a guardian, a durable power of attorney can be a critical tool in your life. Granted to a person called an “attorney-in-fact” by a “principal,” the power of attorney can be granted to a spouse, relative, child, or friend, as long as they are an adult and acting in good faith on the principal’s behalf. There are several types of power of attorney assignments, we can help you make sure you have the correct documentation for your specific case.

An advanced healthcare directive is created to outline the actions that are to be taken in the event of the incapacitation or death when the party in question is unable to speak for themselves. This directive is most commonly in the form of a living will but can include a power of attorney. The advance of medicine has allowed us to prolong life, creating an expensive, emotionally trying experience for loved ones and a potentially painful experience for the incapacitated. However, without the permission from the incapacitated (permission that would be impossible to receive) to stop life support, these situations would happen repeatedly, unnaturally extending life. With the development of advanced healthcare directives you are able to dictate your wishes when you are physically incapable of doing so. This is a difficult subject for many, and it should not be handled alone. We can discuss with you how to can entrust the decision to a loved one and learn more about detailing your wishes.

Probate and estate administration are the legal processes to marshal the assets, pay the debts, comply with tax laws, distribute the assets (including the possible establishment of one or more trusts), and generally manage the affairs of an estate after death. Probate is the court process that addresses the probate of wills, the distribution of an estate and any disputes that may arise. We are experienced in representing clients in the probate process and will effectively assert your rights and protect your financial interests as well as those of the estate.