Wills, Trusts, and Powers of Attorney

We help individuals and families create personalized estate plans that protect assets during life and ensure a smooth transition after death. Our planning often includes wills, trusts, financial powers of attorney, and advance health care directives, with a focus on long-term care planning and special needs planning. Our experienced team will guide you through strategies to preserve assets from long-term care costs, protect inheritances for beneficiaries who may need additional support, and prepare for the possibility of future incapacity.

Estate planning is not just for the wealthy. Everyone, regardless of age or assets, can benefit from having a plan in place.

A basic estate plan typically includes the following:

• Last Will and Testament – Creating a will allows you to have control over distribution of your assets after your death.
• Power of Attorney – Designating a financial agent now allows you to plan for the possibility of future incapacity, injury, or other unforeseen circumstances.
• Health Care Directive – A directive allows you to maintain control over your medical care even if you are no longer able to communicate or make decisions.

Depending on your needs and your specific situation, we may also recommend:

• Revocable living trust or transfer on death deed to avoid probate upon death.
• Irrevocable trust designed to protect assets from long-term care costs.
• Special needs trust or supplemental needs trust to provide for a loved one with disabilities without disrupting eligibility for public benefits.
• Family camp trust to facilitate management of family real estate for the next generations.

Learn More About Estate Planning

We welcome you to browse our articles on estate planning.

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We would be honored to help you create a plan that brings peace of mind to you and your family. Get started here.