Evergreen estate planning
CREATE a stable & secure future for the people and causes
that matter most to you
Estate Planning is a vital process that ensures your assets, wishes, and loved ones are protected, both during your life and after. It provides a roadmap for managing your finances, healthcare decisions, and the distribution of your estate, offering clarity and security in uncertain times.
Beyond its legal and financial benefits, estate planning provides peace of mind. It’s an opportunity to make intentional decisions about your legacy, ensuring your wishes are honored and sparing your loved ones unnecessary stress.
Our office can assist in creating a comprehensive plan by:
Draft a simple, complex or pour-over will;
Create a trust to best suit your family’s needs and your desires;
Create Power of Attorney documents;
Create Healthcare Directives;
Review Estate Tax Planning options;
Review Guardianship Planning and Beneficiary Designations;
Create Charitable Giving Strategies
Our services can be tailored to meet the specific needs of each client, ensuring a customized approach to planning and execution. Our small, family firm combines knowledge of counseling skills and attorney law to assist in keeping costs realistic.
