Estate Planning

Estate planning primarily includes the distribution of your assets to family and loved ones upon your passing. Wills and trusts are the primary documents used for the asset distribution.

Estate planning also involves consideration that illness of injury could leave you unable to manage your financial affairs or medical care. Therefore, power of attorney documents and health care directives should be part of your estate plan.



Incompetency Planning

Avoiding Probate

Marital Property Agreements

Beneficiary Designations