Our approach is comprehensive, individualized, and built to evolve as your needs and goals change.

While we specialize in wills, trusts, and estate planning guidance, we can also help you plan for related life events and transitions.

What Is Estate Planning?

Every family and business owner can benefit from a carefully designed estate plan. It involves specific documents that direct how your assets are distributed after your death, along with directives for your business, asset management, charitable bequests, and custody of children or pets. Without one, your estate can end up in probate court, where strangers decide how your assets are divided.

Key Components of Estate Planning

A successful estate plan ensures your assets are managed exactly as you intend, with no room for error. Our advisers help you consider–and enact–the components most relevant to you:

  • Will
  • Trusts
  • Durable power of attorney
  • Beneficiary designations
  • Letter of intent
  • Healthcare power of attorney
  • Guardianship designations

Preparing for the Estate Planning Process

Before your initial consultation, it helps to:

  • List the valuable items in your home and business
  • Document non-physical assets like 401(k) plans, IRAs, bank and brokerage accounts, and insurance
  • Create a spreadsheet of debts and open credit lines
  • List the memberships or organizations you belong to
  • Sign and date your documents, and keep copies in multiple secure places
  • Regularly review your retirement accounts and insurance policies
  • Choose an estate administrator

Benefits of Estate Planning

Estate planning matters most because it protects your family if you die suddenly or become incapacitated. Without it, they’re left dealing with probate court. Done right, it:

  • Protects your beneficiaries from financial hardship
  • Ensures assets are distributed according to your wishes
  • Outlines business succession directives
  • Names specific beneficiary designations
  • Plans for the care and custody of minor children and pets
  • Directs healthcare wishes if you’re incapacitated
  • Helps protect assets from estate taxes
  • Reduces the risk of family disputes

Ready to take the next step on your financial journey?

There’s no better time to get a clearer picture of where you stand and where you want to go.

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