Protect Your Legacy with a Customized Estate Plan
Your estate is everything you have worked to build up your home, your investments, personal items, and so much more. We can make sure that what you leave behind after you’re gone goes to whom you want to have it through our estate planning.
Services include:
Wills & Trusts: Avoid probate while still having control over how you would like your assets to be distributed; customized legal documents crafted to address your exact needs.
Durable Power of Attorney: Choose someone you would like to manage any of your finances/healthcare issues if you become incapacitated.
Medicaid Planning: Plan for long-term care coverage when assets run out in retirement.
Asset Titling: Recommend the best titles available for the simple, tax-minimizing transfer and protection of your assets.
Guardianship for Minors: Select guardians for the well-being and financial affairs of your minor children.
Call to Secure the People You Love for Years to Come. Call today to protect your legacy and have customized estate counseling to help you start planning for tomorrow today.