Estate Planning

You work hard toward your life’s accomplishments. Whether that includes some measure of wealth, a business legacy, or raising a family you are proud of, the way you pass it all on to the people and causes you care about is an important part of your life’s plan. We can help you express your wishes for what happens to you and your estate when you no longer can express them.

We believe that everyone should have at least a minimal estate plan in a place to make sure that things go the way they want them. A basic estate plan contains four documents: 1) a will; 2) a living will; 3) a durable medical power of attorney; and 4) a statement of burial instructions. Most people will also find that additional tools will help make life easier for the folks they leave behind. We use trusts in a variety of ways to help with tax planning, probate avoidance, handling specialized assets such as firearms, and more. We can help you understand all of these tools and how to create a plan that protects your life investment.

If you own a business, we find it extremely helpful to build your estate plan with an attorney who also has the knowledge and experience in business law to make sure your business interests align with your estate plan. Your business is a big part of your legacy, and failure to plan well can leave that legacy to the wolves when you are gone. Good estate planning for a business owner will necessarily include good succession planning for the business. Check out our easy options to get the process started.

Some Articles You May Find Helpful:

Mixed news here. Consumer debt climbing, but the economy is doing well too. So this news seems neutral to good for the consumer, but will folks over-extend themselves in the good times here? Make a plan and stick with it. Don’t forget to plan for the down times too.

Mixed news here. Consumer debt climbing, but the economy is doing well too. So this news seems neutral to good for the consumer, but will folks over-extend themselves in the good times here? Make a plan and stick with it. Don't forget to plan for the down times...

Frustrated patients tell GAO why they’re not looking at their medical records online | FierceHealthcare http://buff.ly/2uiF2RO This article shows how ‘check the box’ compliance with #meaningfuluse results in *lower* #patientsatisfaction. You can’t legislate caring about your customer. You have to actually care.

Frustrated patients tell GAO why they're not looking at their medical records online | FierceHealthcare http://buff.ly/2uiF2RO This article shows how 'check the box' compliance with #meaningfuluse results in *lower* #patientsatisfaction. You can't...

Clinic discovers network breach that lasted 15 months http://buff.ly/2uiADhP So this practice’s statement says, “We take privacy very seriously…” Seriously?!? You didn’t conduct a security evaluation in over 15 months, and you say you take privacy seriously? Sadly, this is not uncommon in small to medium health care organizations.

Clinic discovers network breach that lasted 15 months http://buff.ly/2uiADhP So this practice's statement says, "We take privacy very seriously..." Seriously?!? You didn't conduct a security evaluation in over 15 months, and you say you take...

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Estate Planning

You work hard toward your life’s accomplishments. Whether that includes some measure of wealth, a business legacy, or raising a family you are proud of, the way you pass it all on to the people and causes you care about is an important part of your life’s plan. We can help you express your wishes for what happens to you and your estate when you no longer can express them. We believe that everyone should have at least a minimal estate plan in a place to make sure that things go the way they want them. A basic estate plan contains four documents: 1) a will; 2) a living will; 3) a durable medical power of attorney; and 4) a statement of burial instructions. Most people will also find that additional tools will help make life easier for the folks they leave behind. We use trusts in a variety of ways to help with tax planning, probate avoidance, handling specialized assets such as firearms, and more. We can help you understand all of these tools and how to create a plan that protects your life investment. If you own a business, we find it extremely helpful to build your estate plan with an attorney who also has the knowledge and experience in business law to make sure your business interests align with your estate plan. Your business is a big part of your legacy, and failure to plan well can leave that legacy to the wolves when you are gone. Good estate planning for a business owner will necessarily include good succession planning for the business. Check out our easy options to get the process started.

Contact Us Today
Free Consultation







Please leave this field empty.

FREE CONSULTATION