Estate Planning

We have been completing estate plans for clients for over twenty years.  Whether you need living trusts, wills, and powers of attorney, or complex estate tax reduction strategies, we would be happy to sit down with you and discuss your goals.

In addition to living trusts, wills, and powers of attorney, we also prepare irrevocable asset protection trusts, stand alone retirement plan trusts, health care directives, HIPAA authorizations, as well as a host of other estate planning documents.

Our initial meeting will usually last 30 to 45 minutes. It is an opportunity for us to meet, discuss your goals and figure out if we will be able to work together. Most estate planning projects may be completed on a fixed-price basis so that you are agreeable to the total cost up-front.

Our workflow process is as follows: 

  • Initial Meeting

  • Design Meeting

  • Plan Creation

  • Review, Signing and Delivery Meeting

  • Follow-up

If you cannot make it to our office, check out our new VideoPlan™

We’ve created VideoPlan™ to accommodate those who have difficulty for one reason or another in coming to our offices for the Initial Meeting in the Estate Planning Creation Process.  Through VideoPlan™ we are able to have the opportunity to meet via video and obtain the necessary information to start the process toward creating an estate plan that best meets your needs, goals and objectives.  Call us today to schedule your VideoPlan™ should it be difficult to meet in person for your Initial meeting, or subsequent meetings, and we will be happy to get you started on your way to peace of mind for you and your family.

If you would like to organize your information prior to meeting with us, please see the attached checklist. Filling out this form is not required. It is only provided to assist those that would like to get started prior to meeting with our office. 

Estate Planning Worksheet - Married

Estate Planning Worksheet - Single