Provide for your survivors

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Many people believe that only the wealthy need estate plans. This simply isn't true. Whether you need a simple will or a more complex revocable living trust, an estate plan is for anyone who wants to provide for their survivors and loved ones and arrange for the legal transfer of their assets.

Protect your assets

Without a will or some other legal document in place, the state takes control of your estate and assets upon your death, and will dispose of your estate according to state law, whether or not it reflects your wishes. Without a will, the laws of "intestacy" dictate the distribution of your assets. Simply put, the state determines who receives what.

Make sure your needs are met

I can help you determine what type of estate planning will best meet your needs so you can begin to plan for the future. I can also help you answer important questions related to you and your estate, including:

  • When is the best time to plan my will or trust?
  • What is Power of Attorney?
  • How do I know my will is written correctly and will be followed according to my wishes?

Our firm will help you plan and coordinate your estate plan so you can be sure your heirs are taken care of and your assets are distributed according to your wishes.

Read more about trusts , wills , guardianships , and disability planning.