Estate planning is an important task for both individuals and businesses to ensure their wishes are carried out. Individuals may face different concerns, such as caring for their loved ones and protecting their assets. There are several ways to help someone effectively manage their estate, and we can help with a wide range of estate planning tools, such as wills, trusts, guardianships, and a power of attorney. We want to give you peace of mind that your loved ones are protected and your wishes are carried out.

Small business owners face unique challenges with their estate planning, and we take a holistic approach to help business owners. When a company is involved, you need to ensure that your estate plan fits with your business needs and governing documents. We can help with business succession plans, reviewing and revising government documents, drafting purchase agreements, and much more. We take the time to understand your goals to craft a personalized plan that reflects your wishes.

Some of the ways we can help include:

• Will
• Power of Attorney
• Healthcare advance directive
• Trust
• Guardianship
• Transfer on death
• Business succession plan