A sound estate plan is your last opportunity to say “I love you” to those who matter most in your life. It enables you to provide a clearly defined, structured path to accomplish your goals and to appoint the best person to perform that job for the sake of all concerned.

All the time, we hear people say I just need a “simple will” but as we listen a wide variety of nuances, such as second marriages, children and grandchildren with diverse needs, small business transition issues, inheritances, real estate holdings, difficult family dynamics, and sometimes tax issues arise that require special attention. Additionally, planning for end-of-life issues that we often avoid can take center stage.

No one wants to pay more for such services than necessary. We get that. On the other hand, failure to address issues in a well thought out manner often leads to bitter disputes within families and significant costs that could easily have been avoided for a far smaller investment. Let us help you to make prudent investments in your estate plan that will pay dividends for those you love well after you have passed.