Developing a clear and thorough estate plan can protect your assets during your lifetime, and ensure your money goes exactly where you want it to upon your passing. Too often we meet with prospective clients that do not have updated estate plans and leave themselves and their heirs vulnerable to probate, which is often costly and time consuming.

Estate planning involves many different areas of your life and everyone should have a plan.

Planning considerations include:

  • Wills
  • Power of Attorney
  • Legacy Planning
  • Gifting
  • Asset Protection Analysis