Estate Planning

There are many misconceptions around estate planning. Some think it’s only for the rich. Some think that it’s just about making a will and a trust. Others think that things will just fall into place. And some don’t want to think about it at all fearing that it’s too complex.

But estate planning is far from all of that.

An estate plan does not have to be costly. It is more than just making a will and trust. Things hardly just fall into place. And it’s not too complex with proper guidance.

With our estate planning services you can expect:

• An initial consultation to assess your estate planning goals to determine which estate plan is right for you.

• The thoughtful creation of a custom-made estate plan.

• Assistance with the transfer of assets into a trust, should a trust be required.

• A final consultation to go over your estate plan.