A comprehensive estate plan may include: Last Will and Testament Revocable or Irrevocable Trusts Financial Power of Attorney Medical Power of Attorney Advance Healthcare Directive (Living Will) Beneficiary Designations
A will outlines how your assets should be distributed after death and may require probate. A trust allows assets to be managed and distributed privately, often avoiding probate and offering …
Probate is the legal process of validating a will and distributing assets. It can be time-consuming and public. Creating a trust and properly titling assets can help avoid probate and …
If you die intestate (without a will or trust), state laws will determine how your assets are distributed. This may not reflect your wishes and can lead to family disputes …
You should review your estate plan every 3–5 years or after major life events such as marriage, divorce, birth of a child, death of a beneficiary, or significant changes in …
A power of attorney allows someone you trust to make financial or medical decisions on your behalf if you become incapacitated. Without it, your loved ones may need to go …
Yes. Tools like healthcare directives, conservatorships, and Medicaid planning can ensure you receive appropriate care and protect your assets if you become disabled or require long-term care.
Our experienced attorneys tailor estate plans to your unique needs—whether you’re starting fresh or updating an existing plan. We offer guidance on asset protection, trusts, healthcare directives, and more, ensuring …
Yes. Trusts aren’t just for the wealthy—they’re useful for anyone who wants to avoid probate, maintain privacy, or control how and when assets are distributed. Even modest estates can benefit …
Absolutely. High net worth individuals are often targets for lawsuits and creditor claims. Asset protection strategies can help shield wealth from potential risks while ensuring it is preserved for future …