Estate planning is the process of preparing for the management and distribution of your assets after your death. It typically involves creating a will, which outlines how your property should distributed, and establishing trusts, which can help manage your assets during your lifetime and after. Additionally, a healthcare directive allows you to specify your medical care preferences, while a power of attorney designates someone to make financial decisions on your behalf if you're unable to do so. Together, these tools help ensure that your wishes are respected and your loved ones are taken care of.​

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The elephant in the room: No one wants to think about their own demise and the world carrying on without us. In our experience, having these discussions gently, honestly, and openly can lead to a sense of peace, knowing that when the inevitable happens, we are prepared and our loved ones will have the tools to carry out your wishes. 

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We will help you with:

• Wills

• Healthcare Directive

• Power of Attorney

• Trusts (including special needs trusts)

• Community Property Agreements