Estate PlanningPersonal. Professional Estate Planning in your own home or business
Don’t try this at home, we are experts…
Education is the most important first step in the Estate Planning process. I strive help people understand how estate planning works including the complex terms and documents. From here, we can help people to make estate planning decisions and counsel them when they get stuck.
Here are some additional areas we cover including:
Charitable Giving Planning
Assist with signing documents with a notary
Transferring assets to the trust
Work with your Financial Professionals and CPA
Scheduling of Regular follow ups.
Existing estate planning reviews and updates.
- Revocable Living Trusts
- Powers of Attorney
- Healthcare documents
- Asset transfer documents
- Tax planning documents