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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What Is a Living Will?
A living will spells out what kind of medical care you’d want in an emergency where you can’t make decisions for yourself. Unlike a last will and testament, which deals with your estate after death, a living will is all about your care while you’re still alive.
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What Happens When the Owner of a Business Dies?
How to transfer business ownership in case of death varies depending on your company’s rulebook. However, the process is streamlined if you have a solid business agreement and all owners have a corresponding estate plan.
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What Is a Power of Attorney? When Do I Need One?
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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Do I Need a Will or a Trust?
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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What Is a Trust? Do I Need One?
While a bit intimidating at first, trusts are powerful estate planning tools. If you want to create rules about how your assets will be passed down and save your estate money on taxes, it’s worth looking into whether a trust is right for you.
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