Estate Planning

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.

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Estate Planning

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

  • Revocable Trust

  • 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.