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Estate Planning

Proper Estate Planning prepares for life’s certainties and makes contingency plans for the major events that every person may need to deal with.

Understanding estate plan options and instruments doesn't have to be a complex undertaking. We’ll walk you through everything one question at a time to ensure that we create a customized Estate Plan to meet your needs.


We take the time to educate our clients about the tools and topics of estate planning, such as:


  • Last Will & Testaments

  • Living Wills

  • Living Trusts

  • Irrevocable Trusts

  • Powers of Attorney

  • Healthcare Directives

  • Estate Taxes

  • Contingency Planning

  • Charitable Giving


Once we determine your estate planning goals and evaluate what the important components of your plan are, we will work carefully with an attorney to implement the strategies that address your family’s needs and give you peace of mind.

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