Estate Planning Services

Straightforward Estate Planning

Estate Planning is important to take care of yourself, your loved ones, and your assets.  That’s why we provide complete, comprehensive Estate Planning.  Whether you need tax planning, a will, trust, health care directive, or durable power of attorney – you can be confident that we will craft a comprehensive plan for you.

We know Estate Planning can seem overwhelming, but we don’t think it has to be.  That’s why we developed our Safe Harbor Estate Planning Process.  During the process, we review your particular goals and situation – and then we develop a customized plan that uses the breadth of our skills and services.

The best planning is always done in advance.  Contact us today and let’s get started!

Who Needs Estate Planning and Why?

Who needs to do Estate Planning?  And what is the goal of all of these Estate Planning services?  Nearly everybody starts out with these questions about Estate Planning. 

Estate Planning is important for anybody who wants control over their future and to care for their loved ones.

The legal aspects of Estate Planning can be complicated – but the reasons why we recommend them are not complicated at all.  Depending on your goals and assets, we use wills, trusts, different tax plans, and other advanced methods to accomplish your goals.  

There are are many benefits of Estate Planning, but here are a few benefits our clients commonly experience:

  • Decide who gets control of your assets and when.
  • Choose who would care for your minor children if something happens to you.
  • Protect adult children and loved ones from creditors.
  • Avoid probate.
  • Reduce Estate Taxes.
  • Avoid family disputes.
  • Designate a trusted person to make decisions on your behalf.
  • Plan for incapacitation or disability.
  • Protect your assets.
  • Keep your personal and financial life private.
  • Peace of mind knowing that you, your family, and your future are secured.  

With a customized Estate Plan, we can complete these and other goals.  

Contact us today to discuss how Estate Planning can help you.

What We Do


Power of Attorney


Health Care Directive

Tax Planning

Asset Protection