Estate planning is essential for every husband, wife, mother, father, grandparent, business owner, professional, or anyone else who is concerned about providing responsibly for their own well being during their lifetime and for the well being of those they love, and for anyone who seeks to make a difference in the lives of others after they're gone. Estate planning is not "death planning"; rather, it is "life planning," and an essential and rewarding process for individuals and families who engage in it on a serious level.

When done properly, estate planning requires that a highly trained individual lead you through one or more in-depth meetings to uncover your hopes, fears, and expectations for yourself and for those who are most important to you. This process almost always requires the preparation of several sophisticated legal documents, but those documents themselves are not "estate planning."  Estate planning is a process represented by a complete strategy that is properly documented and maintained by a professional who has taken the time to get to know you, and who is committed to continuing to work with you.

The foundational estate planning services which we provide to our clients can be trust-based or will-based, depending on the needs of the client.  Good estate planning should also incorporate the implementation of solid advance directives, called powers of attorney, designed to deal with financial and health care powers of attorney to deal with lifetime challenges as they arise.

As people age, new financial and health care challenges arise, and long-term care planning often becomes a necessity.

Often the estate planning which we provide focuses on the planning for the qualification for veterans  (VA) pension or medical assistance benefits to implement and improve the long-term care which clients need.

Some families have children who are developmentally disabled, requiring the implementation of special needs planning designed to protect those children.

All of the full range of the estate planning legal services which we offer are tailored to the specific needs, goals, and objectives of the client and his, her or their family.

In implementing the foregoing estate planning services for our clients, we strive to facilitate our clients' understanding of the solutions crafted for them to the fullest extent possible.

We also emphasize the importance of revisiting, maintaining and updating the estate planning provided to our clients.

In all of our legal work, we emphasize client satisfaction and promote peace of mind.

Please contact us with any questions or to schedule an appointment !