Be it a simple will or a complex trust, everyone needs some form of estate planning to put their affairs in order. Many people believe that estate planning is only for people who are really wealthy, have elaborate schemes in mind for passing their money to their heirs, or for people who are very ill and contemplating their death. This could not be farther from the truth! Estate planning is for every husband, wife, mother, father, grandparent, business owner, professional, or anyone else who has someone they care about, are concerned about providing for someone’s well-being, and for anyone who seeks to make a difference in the lives of others after they’re gone. Estate planning is not “death planning;” it is “life planning,” and an essential and rewarding process for individuals and families who engage in it.
Not all estate planning practices are the same and certainly, not all estate plans are created equal. Our practice focuses on delivering highly customized estate plans through good legal counseling and actively listening to what our client wants to accomplish. As such, you can save money on taxes, reduce costs, protect your assets and family, and receive the peace of mind that comes with knowing your affairs are in order.
Good estate planning requires a highly trained attorney to lead you through an in-depth meeting to uncover your hopes, fears, and expectations for yourself and for those who are most important to you. This process results in the preparation of several sophisticated legal documents—but those documents themselves are not “estate planning.” Estate planning is a process; a complete strategy that is properly documented and maintained by a professional who has taken the time to get to know you and who is committed to continuing to serve you.
We do house calls! If you or your loved one isn’t able to come to see us at our office, let us come to you!