Estate Planning

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Estate Planning is the process of preparing your assets to be managed in the event of death or incapacitation.  Law provides a process, called probate.  There are also a number of other financial instruments and legal strategies that can be deployed to help navigate this difficult and overwhelming process.

“When do I need an Estate Plan?”  Contrary to popular speculation, an Estate Plan is not reserved for the ultra-wealthy.  Anyone with any measurable assets should consider what will happen to those assets once they are unable to manage them.  So the short answer is “As soon as possible!”

We work diligently to understand the totality of your wishes in an open and compassionate manner.  In conjunction with our qualified legal counsel who can review and draft all necessary documents, we can assist you in tailoring an approach designed to preserve your estate so that your wishes might be realized.