Legacy planning is one of the most important aspects of financial stewardship, and yet, also one of the most commonly ignored. Whether it is financial planning for family or charity, tax minimization, or arranging guardianship for your children, we can help your plan take shape.
We can prepare documents relating to the settlement of your financial estate after your death, memorialize your wishes regarding difficult health decisions, or ensure that a trusted friend or family member is responsible for your affairs if you are ever incapacitated. Even these relatively basic steps can make a huge difference.
We offer these estate planning services to all of our clients when the need arises, but we are also able to serve individuals specifically seeking estate planning help. Contact our office for a consultation regarding potential solutions and an estimate of cost.