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Estate & Legacy Planning

“Someone is sitting in the shade today because someone planted a tree a long time ago.”    -  Warren Buffett


Estate Planning is so much more than simply having a will. It may involve naming a guardian for minor children, addressing medical directives, minimizing estate taxes and determining when a trust is appropriate. We will discuss what you need and want in a will/trust and then prepare you to meet with an attorney. If you already have an estate plan, we will review the documents to ensure you understand them.

Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should allow you to plan for the possibility of your own death or disability. It should give what you own to whom you want to receive it, the way you want them to receive it, and when you want them to receive it. Your estate plan should save every tax dollar, professional fee, and court cost that is legally possible to save.