We work with you on your estate planning needs.
We begin by making sure your basic estate planning documents (will, advance directives) are in place.
By taking into account your assets, potential tax consequences, potential future inheritance(s), your health/family medical history, we will work with your estate planning attorney to make sure your formal written estate plan reflects your goals and wishes for your loved ones.
People often focus solely on their own estate planning and may overlook those of their loved ones.
We look at ‘sandwich generation’ situations and guide you through the issues that come with those responsibilities such as caregiving of aging parents and the roles of executor and beneficiary.