Estate PlanningAt the heart of every estate plan is what the client holds dearest: children, spouse, life partner, or friend; faith or community organization; even pets. Working around this, a successful plan considers the risks and challenges that may be faced, such as death or illness, and seeks to prepare for these.

 

 

Read MoreWhen we help you with your estate planning, we create documents that convey your intentions for your assets after death, identify those responsible for settling any debts and distributing your assets, and express your preferences with regard to your care if you become disabled before death. Typical estate documents include wills, trusts, healthcare and financial powers of attorney, and living wills.