Estate Planning for You and Your Business
Explore our End of Life Planning services and articles to ensure your heirs and your business are taken care of.
Our Estate Planning Services
It’s not too late (or too early) to start planning ahead. All of our Estate Planning services start at $99/hour.
Will Drafting & Review
A will is the most fundamental estate planning document. We’ll create yours from scratch or make suggestions for improving one you already have.
Trust Drafting & Review
Trusts can be incredibly powerful succession tools. We’ll help you figure out if you need one, provide feedback on one you already have, or create a new one to fit your needs.
Power of Attorney
A power of attorney gives a designated person the ability to make certain decisions on behalf of the grantor. We can help you get a power of attorney in place so that it’s ready when needed.
General Estate Plan Review
We’ll review an estate planning document (or several) of your choosing, providing feedback that aligns with your goals.
Helpful Estate Planning Tips
Read our latest articles to learn more about how to build a robust estate plan.
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Power of Attorney
A power of attorney is the legal vehicle through which one person may be granted authority to act for another person in financial, legal, or medical matters.
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Wills vs. Trusts
No matter the size of your estate, understanding wills vs. trusts is key to making sure your wishes are carried out as intended.
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Trusts
No matter what property you’re trying to protect, a trust is an important tool to consider adding to your estate plan.
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Wills
Wills allow people to name guardians of minor children and pass down assets to friends, relatives, or charities at the time of death. Most adults should have a will in place.
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