Wills, Trusts, and Estate Planning

Wills, Trusts, and Estate Planning

Everyone should have a will to protect their wealth and ensure their assets are distributed the way they intend. A will contains instructions on how someone’s assets and property are to be distributed after their death. We will sit down with you to determine what your goals and wishes are. Without a will the state will determine how your assets are distributed and while this is usually your relatives it may not be how you intended it. With a will you can decide how you would like your assets to be distributed upon your death. Many of these are not easy decisions to make and there may be financial consequences that you need to be aware of. If you need a trust we can go over the many different kinds that exist to determine which would benefit you the most. We can do everything from a simple will to extensive estate planning if necessary. Services offered include:

• Wills and trusts
• Living wills
• Durable powers of attorney
• Healthcare proxies
• Living trusts
• Testamentary trusts
• Life insurance trusts
• Business succession plans