Estate Planning

It is a common misconception that estate planning is important for only those with money or who are advanced in age. This myth is a cruel deception. Everyone can benefit by creating an effective estate plan. Most Estate Plans generally consists of a revocable "Living Trust", a Pour-over Will, Financial Durable Powers of Attorney, Advanced Health Care Directives and documents to properly fund your trust.

Arranging for the distribution of one's wealth is what estate planning is all about. A critical part of estate planning is creating documents that outline your wishes for distributing your wealth after you die. Every individual has an estate plan. If you do not have a formal written will or trust, your estate plan is created out of default. Every state in America has laws governing the distribution of property when a person dies without a Last Will and Testament (i.e., dies intestate). The question is not whether you will have an estate plan, but whether you will have an estate plan of your own selection or one imposed upon you by law.

Estate Planning Forms


Estate Planning Questionnaire for a Single Person
Estate Planning Questionnaire for Married Couple

Services

Estate Planning, Trust Administration and Probate

Plan to Prosper is our motto. Our compassionate Estate Planning team will help you design a plan that is right for you. We will listen to your wishes and needs and develop a plan that will last for years or even generations.

Business Law

Business planning involves many things including tax planning, liability protection, succession planning, and image. A well planned business is the first step to a well run business. Again, Plan to Prosper!