Planning your estate is about caring for your loved ones, seeing they are provided for, and making sure your property is distributed according to your wishes.


An estate plan should be part of your family’s overall financial plan, along with saving for your children’s college tuition and your retirement.

Some people feel it is too complex or too costly to draw up an estate plan, but the most costly error of all is failure to plan.

Regardless of the size of your personal estate, it is important to plan for your future today in order to avoid unnecessary headaches and legal expenses for family members. Proactive planning helps to ensure that your wishes are carried out as you desire.

As your planning goals evolve, you may wish to periodically update your estate planning documents. You may decide to revoke or amend your documents at any time, changes in state and federal law including tax codes may make changes necessary or advantageous. We are more than happy to revise and update your documents as based on your wishes.

The primary documents in an estate plan may include:

  • A will

  • Durable financial power of attorney

  • Trust document for minor children

  • Patient advocate designation for health care

  • Parental power of attorney

A properly designed estate plan will:

  • Provide for your immediate family and others who need care

  • Allow beneficiaries to receive distributions more quickly, with less expense

  • Designate someone to make decisions for you about medical treatment

  • Choose someone to administer your estate

  • Specify funeral arrangements

  • Help a charitable cause

  • Reduce inheritance taxes to the minimum allowed by law

  • Provide for the continuation of your business.