ESTATE PLANNING

Our Approach

We understand that estate planning is a deeply personal process, and every family’s needs are unique. Our goal is to help you create an estate plan that reflects your individual wishes, protects your assets, and ensures your loved ones are taken care of. We offer a range of estate planning packages tailored to meet the specific needs of you and your family. The two most common estate planning tools are Wills and Trusts.

Last Will & Testament

A will is a legal document used to ensure that your assets are distributed according to your wishes after you pass away. More than just a tool for passing on property, a will allows you to designate guardians for your minor children, ensuring their care is entrusted to someone you choose. You can also make lasting contributions by using your will to leave gifts to charities that are meaningful to you. Your will only takes effect upon your death, offering peace of mind that your final wishes will be honored.

Revocable Living Trusts

A trust is a legal arrangement where you transfer ownership of your assets into a trust during your lifetime, while still retaining control as the trustee. Its primary purpose is to streamline the management and distribution of your assets, avoiding probate and ensuring privacy. Upon your death or incapacity, a successor trustee takes over, allowing for seamless asset transfer to your beneficiaries without court involvement. A living trust can also help minimize estate taxes and provide protection for your heirs.

TAILORED TO YOU

We believe that no two estate plans should be alike because no two families are alike. We work closely with you to craft a plan that addresses your personal concerns, whether it’s ensuring beneficiaries are protected, minor children are cared for, protecting a family business, or planning for special circumstances like disability or charitable giving. To that end, we offer flexible packages with transparent and reasonable fees to accommodate your specific needs.

trust- centered estate planS ($2,500 - $3,500)

For those looking to avoid probate and for added control and protection, our Trust-Centered Plan includes a trust and all critical ancillary documents:

  • Pour-Over Will

  • Medical Directive / Living Will

  • Durable Power of Attorney

  • Health Care Power of Attorney

  • HIPAA Release

  • Funding Instructions

This package is ideal for those wanting to streamline asset distribution, avoid probate, and protect their estate for future generations.

Will-centered estate plans ($1,500 - $2,500)

This comprehensive package includes a Will along with all essential ancillary documents:

  • Medical Directives / Living Will

  • Durable Power of Attorney

  • Health Care Power of Attorney

  • HIPAA Release

This plan ensures your assets are distributed according to your wishes and provides instructions for your medical and financial affairs should you become incapacitated.

YOUNG ADULT / COLLEGE plans ($850)

This comprehensive package provides young adults and college students with the essential legal documents needed to protect their health, financial, and personal interests.

  • Medical Directives / Living Will

  • Durable Power of Attorney

  • Health Care Power of Attorney

  • HIPAA Release

  • FERPA Waiver

With this plan, you can ensure that your medical and financial decisions are carried out according to your wishes if you become incapacitated, offering peace of mind and clear guidance during critical moments.

stand alone documents

If you don’t need a full estate plan but require specific legal documents, we offer standalone options to meet your immediate needs:

  • Last Will and Testament ($800)

  • Medical Directives / Living Will ($200)

  • Durable Power of Attorney ($350)

  • Health Care Power of Attorney ($300)

  • HIPAA Release ($200)

These individual documents allow you to address specific concerns, whether it’s authorizing a power of attorney to act on your. behalf for convenience or providing instructions for your medical and financial affairs in the event of incapacitation.