Estate Planning
As part of your estate plan we will prepare all of the documents necessary to insure that your relatives and loved ones will pay the least amount of tax possible and will never have the time, expense and hassle of an administration in the court system.
Our estate planning package includes:
- A free consultation
- Revocable Living Trust
- Trust Certification
- Pourover Will
- Power of Attorney for Property
- Advance Health Care Directive
- Trust Funding
*Individual estate planning needs vary so we may also recommend an irrevocable life insurance trust, a spousal
property agreement, or a corporate buy-out agreement as part of a particular estate plan.
