Wills and Trusts

You’ve worked hard to build a future for yourself and your family. However, in the day-to-day bustle of everyday life, it is easy to ignore and delay the planning necessary to protect that future.

Having an estate plan is essential for nearly every individual and family, regardless of age, health, or income. An estate plan permits you, while you are still living, to ensure that, upon your death, your property will transfer to the people you choose, in the manner and at the time you want.

An estate plan should contain, at a minimum, a will and a durable power of attorney. A durable power of attorney helps manage property during your lifetime by designating a person to act on your behalf if you are ever unable to do so. A will distributes your property after your death. In addition to these basics, an estate plan may include, among other things, revocable living trusts, living wills (medical directives), irrevocable life insurance trusts, credit shelter trusts, and family limited partnerships. We make every effort to understand the needs and interests of our clients and their families, in order to tailor a plan that best meets their goals. Our clients include young couples seeking a simple will and trust for an initial estate plan, individuals with substantial assets calling for more sophisticated tax planning advice, and family-owned businesses making provision for the future.

If you would like to receive an estate planning questionnaire or schedule an appointment, please contact us at 219-926-2188.