Estate Planning

Estate planning is for everyone, but there is no “one size fits all”. Every situation is dynamic just like you and your family. A good estate plan should consider both the inevitability of death and the possibility of disability and should make the subsequent management of your financial and personal affairs easy for your loved ones. It should provide peace of mind about what happens to your assets upon your death and ensure that your wishes are followed. We will assist you by considering and addressing the technical aspects of your situation while explaining and utilizing documents that make sense for you and your family.

There are five main items that would typically be considered in creating your estate plan. Those include a Durable Power of Attorney, Health Care Directive (also known as “Living Will”), Community Property Agreement, Last Will, and Trusts.