Wills and Trusts

legacy planning ethical will values spiritual traditions wisdom memoriesMany people put off getting an attorney to draft their will or trust because they think it will be too complicated, too expensive, and take too much time. But having an estate plan tailored to your specific needs provides you with peace of mind that your loved ones are taken care of if anything happens to you.  If you have property of any kind – real estate, cars, clothes, money – then you have an estate.

I strive to make the process of drafting your estate plan easy, convenient, and affordable. I explain the differences between wills and trusts, and listen to your concerns so I can advise you about the best available options. I include other documents, which I fully explain to you, in each plan:  Durable Power of Attorney, Health Care Proxy, Advance Directive, HIPAA Release, and Declaration of Homestead. I also talk with you about issues that go beyond financial planning, such as your concerns regarding the emotional impact of your estate plan on your family and friends.

Contact me today to see how I can help you with your estate planning needs.