Why Estate Planning?

We understand. No one enjoys thinking about, or planning for a time when they will no longer be here. But making a plan for your estate is critical piece of caring for your loved ones.

Our clients experience incredible peace of mind once they have completed the process, and often comment that it is more enjoyable than they ever expected!

Dictate How Assets are Distributed

Without legal documents in place, the state decides how your hard earned funds and belongings are handled following your death or incapactitation. Did you always imagine a family heirloom passing to a grandchild? Providing assistance for a loved one’s college education? Donating a specific sum to a charitable organization you believe in? Don’t leave it to chance, create a plan you are proud of. 

Minimize Taxes and Administrative Costs

When you plan in advance and work with our experienced and knowledgable team, you can take into account the tax implications of various decisions. This can help reduce financial burdons on your beneficiaries and allow more of the estate  you worked hard to build to pass on to the people you love.