ESTATE PLANNING & DISABILITY PLANNING
Our Wills and Trusts Estate Planning supports the following objectives:
- Estate Planning Documents for Life's Events
- Which Estate Planning Tools Best Fit Your Needs
- Protecting Your Surviving Spouse
- Protecting Your Heirs (children)
- Preserving Your Estate
- Avoiding Probate
- Providing for Special Needs (Disabled) Heirs
- Family Complications, Second Families and Ex-Spouses
- Avoiding Disputes and Litigation
We primarily serve typical middle class familiies. That allows us to better manage our fees. We primarily provide estate planning services to families that own a home, have IRAs and 401Ks, may have a pension, have a life insurance policy, may own one or more rental properties; and may have some other investments (e.g., stocks, bonds, mutual funds). These estates typically have a range of net wealth from $200,000 to $2,000,000.
We believe that our primary focus should be on creating a plan that matches the unique needs of our client. It is our experience that each family, no matter how traditional or non-traditional, is truly unique. Our job is to help our clients to select the right people to fill the important decision-making roles and make the best choices that will protect themselves and their loved ones in a crisis and after they are gone.