We believe in the definition of estate planning espoused by the National Association of Estate Planning Attorneys:
- I want to control and protect my property while I am alive.
- I want my property to take care of me and my loved ones if I become disabled.
- I want to give what I have to whom I want, the way I want, and when I want.
- I want to save every last tax dollar, professional fee, and court cost possible.
To accomplish these goals, we learn as much as we can about our clients and their unique family dynamic, to understand their particular goals, concerns, fears, and values. There is no charge for this initial consultation. After we understand what your individual needs are, and what type of estate planning is most appropriate, we will quote you a fixed fee so that you will know the final cost before deciding to move forward.
We strive to provide our clients with excellent service regarding the drafting of their wills, trusts, durable powers of attorney, and advanced health care directives. We can assist you with Medicaid planning if you or a loved one needs to enter a nursing home, as well as provide advice on charitable giving.
Once you create a plan, particularly a trust-based plan, we will work with you and your investment advisors to ensure that your plan is properly funded (title to your assets is held by the trust). The end goal is to give you peace of mind that your affairs are in order and you have taken care of your loved ones.