Secure Your Legacy
Comprehensive Estate Planning Services
Ensure your assets are managed and distributed according to your wishes with our expert estate planning services.
About Estate Planning
Our Estate Planning Services
We offer a range of services to help you plan for the future and protect your assets.
Will Preparation
Create a legally binding document that outlines how your assets should be distributed after your death.
Trust Establishment
Set up trusts to manage your assets and provide for your beneficiaries according to your specific instructions.
Powers of Attorney
Designate trusted individuals to make financial and medical decisions on your behalf if you become incapacitated.
Frequently Asked Questions
Get answers to common questions about estate planning, including wills, trusts, and more.
What is the difference between a will and a trust?
A will is a legal document that outlines how your assets will be distributed after your death. A trust, on the other hand, can manage your assets during your lifetime and after your death, offering more control and potentially avoiding probate.
Why do I need an estate plan?
An estate plan ensures that your assets are distributed according to your wishes, helps minimize taxes, and can provide for your loved ones in the event of your death or incapacitation.
What happens if I die without a will?
If you die without a will, your assets will be distributed according to state laws, which may not align with your wishes. This process is known as intestate succession.
Can I change my will after it's been made?
Yes, you can change your will at any time as long as you are mentally competent. This is often done through a codicil, which is an amendment to the will, or by creating a new will.
What is a power of attorney?
A power of attorney is a legal document that grants someone else the authority to make decisions on your behalf, typically in financial or medical matters, if you become unable to do so yourself.
How often should I update my estate plan?
It’s recommended to review and update your estate plan every few years or after major life events such as marriage, divorce, the birth of a child, or significant changes in your financial situation.