Estate Planning

 

"By failing to prepare, you are preparing to fail."
-Benjamin Franklin

ESTATE AND ASSET TRANSFER PLANNING
You've worked hard to build your nest egg and you deserve to see your assets distributed the way you see fit. Consult with us and rely on our experience and expertise to preserve assets, minimize costs, and create a seamless transition from one generation to the next.

DISABILITY AND HEALTH CARE PLANNING
If circumstances arise that require a third party to assist you in managing assets, paying bills, and giving assistance in financial matters, who do you trust to make decisions that are in your your best interest in the event of a temporary or even long-term disability? How do you make that decision? What are the criteria used in making that decision? With proper planning and a consideration of the relevant issues, YOU can decide and be confident that YOUR best interests will be the primary consideration.

Shouldn't YOU be the one who makes the decisions?
Without a plan, the court will appoint someone to administer your Estate, assist in managing your assets in the event of your disability, and potentially make health care decisions for you. It may or may not be the person(s) you would choose. You can make those decisions with proper guidance and advice.