Estate Planning-Wills and Trusts

The “real” purpose of estate planning is to show love and respect for the people you care about. Upon your death, you don’t want to compel your family, friends and business partners who are involved with your estate to deal with a complicated, expensive and time consuming mess in administrating your estate. To the contrary, good estate planning creates a roadmap to ease the burden of estate administration. We will listen to your needs and goals, make recommendations based upon your individual circumstances, and prepare documents including:

  • Wills
  • Testamentary Trusts in Wills for children and dependents
  • Naming Guardians in Wills in the event of both parents’ deaths
  • Trusts designed to minimize or eliminate state and federal estate tax
  • General Durable Powers of Attorney for financial matters
  • Durable Powers of Attorney for health care decisions
  • Health Care Directives (“Living Will”)
  • Living Trusts
  • Community Property Agreements
  • Mental Health Advance Directive
  • Memorial Instructions

We strongly believe that every adult should have a Will.

What’s your unique life story? How does that influence your estate planning goals now? By creating a Will, you can turn those goals into a reality.