He will review your estate planning needs and goals with you. If you do not have a Will, he can draft your Last Will & Testament as the initial building block of your estate plan. he can work with your trusted financial advisors. he will take the time to get to know your unique situation and to help craft an estate plan which meets your needs.

Most people equate estate planning with a Will. While a Will is an important part of an estate plan, a complete estate plan includes more than a simple Will. A complete estate plan may include:

• Last Will and Testament
• Power of Attorney
• Advanced Medical Directive
• Living Will
• Trusts

There are many types of testamentary trusts (which activate at your death and are a part of your Will) and intervivos trusts (created independent of your Will prior to your passing, which may or may not be a part of your taxable estate.) These documents, and all the tools within your estate plan, should work together with the rest of your financial plan to form a comprehensive whole.

Whether your estate is small or federally taxable, we can work with you to find the best combination of estate planning documents and planning alternatives to achieve your financial goals. We will listen to your concerns and desires and then craft a plan that best suits your unique needs.

Charitable bequests, irrevocable life insurance trusts, charitable remainder annuity or uni trusts, special needs trusts – estate planning is filled with words and monikers that most of us rarely use in our everyday life. We will help you decide what is best for you.