A will is often a cornerstone document in an estate plan. We help you to utilize a will in order to express your personal wishes, regarding who will administer your estate, as well as specific instructions regarding your children, pets, personal and real property. Our will packages include supplementary documents that will organize your information and possessions to make the administration of your estate easier for your executor and heirs.

In many situations, our firm encourages the use of a trust to avoid probate altogether. Trusts allow you to exercise a greater amount of control over how your assets are treated and potentially provide greater tax relief, during the administration of your estate. There are several common reasons why greater control is necessary to fully protect your beneficiaries. Trusts are used in conjunction with a Will to fully protect all aspects of your property, even those aspects not formally made part of the trust, during your lifetime.

Thanks to the miracles of modern medicine, people are living longer and healthier lives. Our firm helps you explore many plausible scenarios that may affect you and your loved ones as you age, and to draft documents that can be used to assist your loved ones in taking care of you should the need arise. Powers of attorney documents and living wills, allow you to maintain some control and direction of your own care and over your property, even in the event that you are unable to communicate your wishes directly to your caregivers.

These letters can be used to convey important instructions, thoughts, and feelings that needn't be part of your formal estate planning documents. These additional communications can help enrich your overall plan, without added confusion or complications to your estate plan. In addition to Letters of Intent, our team will provide you with guidance on organizing your important documents (such as life insurance policies, Annuities, Pension Accounts, Marital and Birth Records, Deeds, Securities, Bills, etc.) that can be used in resolving important issues, during the administration of your estate.