Current Estate Planning Services

We recognize that estate planning services are important at all times, but especially in this time of uncertainty, people are looking for information about estate planning.  We are currently offering a complimentary 1/2 hour consult for estate planning services as well as a 25% reduction from our regular rate for these services.  We are also working in conjunction with a mobile notary who can come to your home to execute estate planning documents.

Wills and Trusts

Wills and trusts allow you to plan for how your assets will be distributed upon your death.  Without a will, your estate will pass according to the law, specifically the laws of intestacy.  A will is especially important if you want your assets to pass to someone different that the laws of intestacy would dictate, such as to a good friend instead of a relative.  Wills are also important for limiting the costs of probate. Wills and trusts are especially significant for families with minor children because they allow parents to appoint a guardian for their children, to appoint someone to manage money on behalf of their children, and to control the age at which children will be entitled to the parents’ assets.

Planning for Incapacity

If something unexpected happens to you that affects your ability to make decisions about your finances and/or your medical care, it is important to have systems already in place to make sure these areas of your life are managed the way that you want them to be.  Planning for incapacity can involve a variety of legal documents to ensure your wishes are known and followed.  You may wish to execute a power of attorney to allow a loved one to handle your financial affairs or an advanced directive to appoint a medical decision maker. We are here to help ensure you have what you need in the event of your incapacity.