Estate Planning

You have worked hard to accumulate valuable assets during your lifetime and you want to be able to decide what will happen to your “estate” when you have died.

The process of estate planning will include a careful conversation with us so we can understand the extent of your assets and debts, and whom you wish to favor. We review the status of all your valuable assets both to be sure your estate plan is accomplished and to advise you regarding estate tax issues. We will also want to make sure you have legal documents in place in the event you lack the mental capacity to manage your affairs or your health care choices, and we are capable of guiding a frank discussion of end-of-life planning.