Estate Planning

Ensure the assets you leave behind are handled just the way you want.

We all  have an estate. Of course, the size and complexity of it varies greatly from  person to person, but the common thread is that plans need to be put in place  to ensure it's handled to your specific instructions. Now, what does that  mean exactly? Well, the first word that springs to mind for most is  inheritance. Who do you want to inherit your assets, and how do you want them  to be distributed? But there's so much more to estate planning than that.  

There are obviously marital and custody rights to consider, and of course  children and grandchildren. There can also be even deeper considerations if  you own a business, and if your assets are considerable, the tax implications  can be just as formidable. Our staff can guide you  through all of this, giving you the peace of mind you deserve.

Estate Planning


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Frequently asked questions.

What’s estate planning?

Estate planning dictates how your assets will be handled and distributed upon your death. A good estate plan can save your family members a lot of time and headache. If you’d like more information on our estate planning services, please give us a call.

When should I start estate planning?

Estate planning can take time, so the sooner you get started the better.

What’s the difference between a will and estate planning?

Drafting a will is a piece of estate planning. However, estate planning includes documents that are in effect during your lifetime, whereas a will goes into effect upon your death.

Is it better to have a will or a trust?

This is a personal decision, and some argue that you should have both. A will is easier to establish and relatively inexpensive compared to a trust, which is a complex legal document.

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