- Draft Wills, Trusts or other documents as appropriate after a review process
- Recommend strategies to reduce estate and income taxes
- Coordinate beneficiary designations with your estate planning documents so that everyone is on the same page
Practical experience since 1985, either as an insurance agent, as a financial planner, as a claims adjuster, or as attorneys, uniquely qualifies us to help people draft estate planning documents. We understand the risks clients face as well as their desire to live well and properly utilize their assets during their lifetimes as well as our client’s desire to pass their assets to their heirs with a minimum of confusion and expense. With the proper planning and the properly drafted documents, tailored to our client’s individual needs, we provide sound estate planning both for the present and for the future.
In addition to addressing financial issues, we help draft documents appointing substitute health care decision makers in the event a client loses the ability to communicate with others.