Considerations

The Right Pieces

When it comes to planning your estate, having just a will or a single document isn't enough to ensure that your wishes are carried out and your loved ones are truly protected.

A complete estate plan addresses every situation - how your assets are distributed, who can make financial or medical decisions on your behalf, and how to avoid costly court delays and family disputes.

Solutions

A Complete Package

Most clients will find that our Complete Estate Package includes everything they need. We will clearly explain the purpose of each document in our package and how it all works together.

• Wills
• A revocable living trust
• Advance medical directives
• Durable powers of attorney
• Deeds
  Necessary to place your real property in trust, and thereby avoid probate, taxes, and other costly results of non-planning.