Estate & Special Needs Planning
What is Estate Planning?
Estate Planning is about making sure the people you love (and that includes you) benefit from your assets, with the right people in charge at the right times.
It means you are in charge now, and those you trust have authority when you are incapacitated. It means planning with certainty, instead of leaving to chance who gets what by joint tenancy and death beneficiary designations. It means those you love receive an inheritance from you in a way that they can control (if appropriate), not their creditors or (ex-) spouses. It means reducing unnecessary taxes when you die.
It means passing on important funds for your special needs loved one without disrupting critically important benefits.
Plan For Now & The Future
We are here to guide you and your family, giving you the peace of mind that your loved one is well cared for.