Estate Planning

Why create an estate plan?

Every person has an estate plan. You either accept the one given to you by Uncle Sam or you can create your own that takes care of your family.

what is estate planning?

Estate planning can accomplish many goals, but the most common is to legally establish who gets your money and assets so that your loved ones are not disenfranchised.

Do I need a Will or a Trust?

Healthcare Power of Attorney

I would like to leave instructions regarding what decisions to make in the event I become incapacitated due to an accident or terminal illness.

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Financial Power of Attorney

If I become incapacitated and unable to make decisions I have a representative authorized to act on my behalf in private affairs, business and other legal matters.

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Provisions for Special Needs Children

I have special needs children and don’t want them financially disqualified from their disability benefits.

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I want to determine who gets whatever I leave when I die whether it be money, real estate or “stuff”.

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Carry out your wishes

I want to know that my family or significant others are taken care of in the manner I choose after I die.

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Legacy & Creditor Protection

Leave a positive “Legacy” to loved ones or a charity while protecting the assets from creditors or ex-spouses.

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attend a Free Educational workshop

Learn about estate planning in an engaging group conversation led by experts. 

Schedule a consultation

Get expert guidance to help you with the process.

easily create an estate plan online

Complete the process from the comfort of your home with instructions and short videos that explain each step of the process.