Protect your legacy with expert estate planning services
Estate planning might sound like something only wealthy people do, but it's really about caring for the ones you love.
When someone passes away, their family and friends shouldn’t have to stress over the legal aspects that can be confusing and take a long time to resolve. Instead, good estate planning is like leaving behind a map that makes everything clear.
Why estate planning matters
Regardless of your income, estate planning is an essential component of your financial strategy. Planning ahead provides greater control, privacy, and security for your legacy, helping your loved ones avoid an expensive, time-consuming process after you pass away.
Our services help you:
- Ensure desired asset distributio
- Minimize taxes, expenses, and delays
- Appoint guardians for your children
- Provide financial security for your family
- Prepare for potential incapacitation
- Enhances the effectiveness of your charitable giving
What’s your story?
How does it shape what you want to happen after you're gone?
An estate plan can ensure your wishes come true.
We believe that every adult should have a Will. Making one forces you to think about some pretty big choices, and that’s a good thing.
Leave a legacy that reflects your values
Do you want to give back?
With our non-profit specialization, we understand the importance of ensuring that your philanthropic efforts continue to make a difference beyond your lifetime.
Let us help you align your estate plan with your charitable objectives.
Our estate planning solutions
We will listen to what you want, give advice based on your life, and create essential legal documents, including:
- Wills
- Revocable living trusts
- Trusts for kids, pets, and others who depend on you
- Choosing who will take care of your kids if both parents die
- Powers of attorney for money matters
- Powers of attorney for health care choices
- Healthcare advance directives (also known as living wills)
- Mental health advance directive
- Community property agreements
- Prenuptial agreements
- Instructions for after you're gone
We love working with all people… and pets
Gay or straight, married or not… we know there are unique things to consider when you’re not married, and we’re here to help.
Let’s not forget about pets—they’re family, too, and we’ll make sure they’re included in your plans.
What to expect
1. Initial consultation:
2. Options and explanations:
We provide you with various options and strategies, explaining the benefits and drawbacks of each to ensure you fully understand your choices.
3. Informed decision-making:
Through education and comparison, we empower you to make informed decisions that align with your objectives, wishes, and legal requirements.
Ready to secure your legacy and protect your assets? Contact us today to schedule a consultation and take the first step towards efficient estate planning.
GET IN TOUCH
Would you like to learn more? Reach out to us by completing the form.
FEATURED BLOG POSTS
- IRS Warns Taxpayers About Fraudulent Charitable LLC Schemes
The IRS has issued a warning to taxpayers about a surge in fraudulent tax schemes involving donations of ownership in closely held businesses, often referred to as Charitable LLCs (IR 2024-304, 12/4/2024). We have seen this in our own practice, and it can be disastrous for charities that naïvely accept them. How Charitable LLC Schemes
- FTC’s New Rule Banning Non-Competes
The FTC has determined that non-competes are an unfair method of competition and thus a violation of the FTC Act.
- New Elective Pay Rules for Exempt Organizations
The IRA introduced new rules allowing tax-exempt organizations to take advantage of federal tax credits for certain clean energy projects.
