Image of family looking out at ocean.  Has a banner at the bottom saying "Estate Planning."
An orderly and current estate plan ensures that your assets go to the people you choose.  It can also save your loved ones from having to guess what your wishes would have been during the painful time after your death or have a court resolution of disputes.  An estate plan can minimize the cost of administering your estate, streamline the administration process so that your assets are not “tied up in probate,” reduce the amount of tax your estate will have to pay, name a caretaker for your minor children, transfer a family business, make a charitable gift, diffuse potential contests over your assets, and provide guidance to family and doctors if you become incapacitated.  Our attorneys can give you the advice and expertise you need to accomplish your estate planning goals as well as draft your estate planning documents including:

  • Wills and Testamentary Trusts
  • Beneficiary Designations
  • Living Wills
  • Medical Powers of Attorney
  • Financial Powers of Attorney
  • Revocable and Irrevocable Trusts
  • Lifetime Gifts

Click below for a link to our Estate Planning Client Intake Form. Please download and save the document prior to filling in content. 
Estate Planning Client Intake Form
If you are ready to create or update your estate plan, our competent attorneys and friendly staff are here to help.  Review our  Estate Planning Client Intake Form, read our estate planning articles, or contact us to make an appointment.
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