Estate Planning

We work closely with our estate planning clients to prepare comprehensive estate plans that may include wills, trusts, powers of attorney, and more. We understand that every individual and family situation is unique and deserves a customized plan that reflects the client’s objectives and values.

Estate planning is an ongoing process. If it’s been years since you reviewed your estate plan it may be out of date due to changes in the law or your assets. Events that may cause your estate plan to need to be reviewed and updated include:

  • Marriage
  • Divorce
  • Birth or adoption of a child
  • Changes in value of assets
  • Changes in family relationships
  • Changes in the physical or mental well-being of family members

Contact us today to set up your consultation.