Estate planning is an important responsibility - for you, your family, and anyone you care so much about. We'll help you protect what's important to you.
We all share the desire to leave something behind for our family- a lifelong gift to those we love. Your estate plan is one of the most valuable documents you will ever create. It provides a framework that keeps your values alive, rather than cash or assets.
Documents found in a typical Estate Plan are as follows:
Last Will and Testament
Certificate of Trust
Financial Power of Attorney
Health Care Power of Attorney
A good estate plan is your chance to make it clear how you want family assets distributed after you’re gone. Call or click below to schedule a free initial consultation with us.