ESTATE PLANNING

Whether you need a will, a trust, or a combination of estate planning options, we can help preserve assets while designing an adaptable, easily-administered estate program.

Consider our services for the following:

  • Wills, Trusts, and Codicils or Amendments thereto
  • Review and, if necessary, updating of old wills or trusts — particularly valuable following divorce, adoption, or death of beneficiaries, or acquisition of new property or other assets
  • Simple non-probate vehicles such as life estate and lady bird deeds
  • Powers of Attorney, Pre-Need Guardian Declarations, Living Wills, and Designations of Health Care Surrogate
  • Special Needs Trust planning and/or Lifetime Services Contracts
  • Many other specialized estate planning and asset protection options

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