Wills & Trusts

Your Circumstance Matters to Us

Each family has a unique set of circumstances and we can help you plan a careful living trust that will work for you in any of the following situations:

• Second marriages
• Children from a prior marriage
• Committed relationships/not married
• Minor children living with other family
• Step families
• Special needs/disability needs – for you,
  your spouse, your children
• Assets in excess of $1 million

Don’t put your Estate Plan off any Longer

No one enjoys thinking about what will happen to their estate once they die. As difficult as it may be, we recommend that you have that conversation with your loved ones and an attorney. Having a will or power of attorney drafted, for example, will give you piece of mind, and just as important, it will provide your family with the guidance they will need to administer your estate once you are gone. Having a plan, reducing costs for you family, and limiting tax liability are topics that we would be honored to discuss with you.