Estate Planning is a necessary part of life for everyone, not just the wealthy.
It is often said that only two things in life are inevitable: death and taxes. Unfortunately, our current tax system is set up so that your loved ones have to deal with both issues at a mournful time. A well executed estate plan is a great way to help your family and loved ones navigate the difficulty of your passing. Of course, a proper estate plan will also protect your assets and wishes and can provide for your beneficiaries well after you are gone.
I can help you set up:
•Living Wills and Trusts
•Life Insurance Trusts
•Special Needs Trusts
•Business Succession Planning
•Powers of Attorney
•Medical Powers of Attorney
•Advanced Healthcare Directives
To get started complete the below questionnaire