Wills, Trusts, & Estate Planning

An estate plan is the preparation of documents which are aimed at the protection and distribution of property during a person's life and after their passing.  Wills, Trusts, Powers of Attorney, and Advance Health Care Directives are the most common documents used to prepare an estate plan. 

There are additional ways of planning one's estate, including life insurance, pensions, retirement plans, joint tenancies, rights of survivorship, payable on death accounts, joint bank accounts, life estates, disclaimers, LLC's and close corporations.

The options chosen would be based upon your goals and needs.

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