Estate Planning
We have families and understand how important it is to have a clear and detailed estate plan that eliminates uncertainty and provides peace of mind. We work with clients to create estate plans specifically tailored to meet their individual needs, which can include wills, trusts, and powers of attorney for health care and property.
When a loved one passes away, it is often difficult to manage the emotions and the required next steps. The process most often includes determining the decedent’s assets and debts and coordinating any required distributions to designated beneficiaries. We will collaborate with the decedent’s accountant, advisors, insurer, and real estate broker to resolve all estate matters.
