Imagine the worst has happened: your loved one has passed, but while you are grieving, you realize they left you one last gift by completing a well-thought-out estate plan and taken away the stress of wrapping up their affairs and navigating complicated family relationships.
If you want to give this gift to your family, we can help. We handle estate planning for individuals and families with small to medium estates.
We can talk you through what you need. Maybe you just need a simple will, or a complete estate plan with guardians for children or trusts to avoid probate.
We can do everything from counseling, preparation of complete plans including wills, trusts, special needs trusts, health care proxies, power of attorney, asset management, real estate titling. We can also handle probate of estates, including gift tax and estate tax returns. If you have beloved pets, we can make special arrangements for animals, as well.