You worked your entire life to build wealth.  After all that hard work, why wouldn't you protect it? Make sure it goes to the people you love and cherish!

Last Will and Testament

A Will is a document that serves as written evidence of your last wishes on earth.  It allows you to specifically provide for those you care most about. In addition, if you have small children, it allows you to provide for who will care for them in the event of your untimely demise.  Do you really want your horrible sister in law to raise your kids? Contact me to develop a comprehensive plan to save you time, money, and arguments in the future.

Health Care Proxy

A Health Care Proxy is an important document in the unlikely event you are unable to make health decisions for yourself.  You can name your most trusted confidant to make these decisions for you, in accordance with your wishes.

Power of Attorney

Similar to a Health Care Proxy, a Power of Attorney names a trusted individual to make decisions regarding your finances, should something happen.  It is important to avoid confusion in the future.

Trusts

Trusts can be an extremely useful tool in estate planning.  They can help you avoid taxes, probate, and nursing home costs, if structured correctly.  However, they are not useful for everyone.  Please contact me to create a plan that works for you.