Everyone needs an estate plan! Whether you are married, single, part of a blended family or in a committed relationship – Whether your assets are modest or great, simple or complex – Whether you have minor children, no children or grown children.
Estate planning permits you to:
Estate planning has three essential elements:
We recognize that every family is different and every estate plan unique. That is why the first meeting to discuss an estate plan is so important. Once we are familiar with your financial situation, family structure and long-term goals, we can recommend an appropriate estate plan to suit your needs.