We understand that every client’s most important estate planning goal is to secure a future which provides for the client and their family and loved ones. Most estate plans start with a will instrument, a trust instrument if appropriate, a health care directive and a financial power of attorney. In order to meet our client’s needs, our services range from the most basic estate planning to more sophisticated asset protection, including planning for small business owners and family businesses. You’ve worked hard for what you have – let us help you protect it.
Our services include:
Basic Wills and Testamentary Trusts
Trust Instruments
Family Cabin Trust Agreements
Life Insurance Trusts
Irrevocable Life Insurance Trusts
Marital Property Trusts
Guardian and Conservatorships
Business Succession Planning
Family Businesses and Partnerships
Planning in advance allows you to take control of your destiny and will give you a sense of security about how your assets will be administered and distributed upon your death. We assist you in this planning by thoroughly discussing your situation and then drafting documents to suit your personal needs and situation.
We also provide will and trust administration services for personal representatives and trustees and can help heirs or distributees understand the process of the administration.