Estate Planning Services

The best benefit is peace of mind. We can help you plan your estate appropriately. This is one of the most thoughtful and considerate things you can do for yourself and for those you love.

Frequently Asked Questions with Estate Planning

What is estate planning?
Estate planning is the process of preparing for the transfer of your assets and property to your heirs or beneficiaries after you pass away. Estate planning can also involve planning for your care in the event of incapacitation. 

Do I need an attorney to conduct my estate plans?

Yes! In forming a will and/or trust you will need to contact an attorney. We can recommend some great attorneys who specialize in estate planning!

Why is estate planning important?
Estate planning is important because it allows you to control how your assets and property are distributed after you pass away. Without a clear plan, your assets may be distributed according to state law, which may not align with your wishes.

What documents are typically included in an estate plan?
An estate plan may include a variety of documents, including a will, trust, power of attorney, healthcare directive, and beneficiary designations. The specific documents you need will depend on your individual situation and goals. 

When should I start planning my estate?
It is never too early to start estate planning! However, most people tend to think about estate planning when they get married and have children.

Take control of your financial future