Estate Protection Planning
Estate Protection Planning is a process to control what you have and leave it to whom you want, when you want, and exactly the way you want, with instructions that convey your personal and very specific hopes, dreams and ambitions for those you care about.
Just as important, Estate Protection Planning makes sure that someone you trust will be making healthcare and financial decisions for you in the event of your disability due to illness, injury or old age.
Without a proper Estate Protection Plan, your loved ones could experience unwanted delays, frustration and anxiety, as well as unnecessary taxes and expenses. With a little education, guidance and planning, you can have peace of mind and save substantial amounts of money for those you care about. Whether you are planning for the future of your estate, planning for a blended family, caring for an aging parent, have lost a loved one, need guidance through the probate process, or are involved in a dispute over the terms of a will or trust, we have the knowledge and experience to help.