What is Estate Planning?
I provide flat fee estate planning services for clients with basic and complex needs. The basic trust-based estate plan will include a revocable trust, certification of trust, wills, financial powers of attorney, advance health care directives, deeds, and other documents. I work with the client’s other advisors (financial planners, accountants, etc.) to take a team approach to the client’s needs.
The ultimate goal for most clients is to have control over your assets, taxes, beneficiaries, and even yourself. You can put yourself in the driver’s seat to select the individuals or companies that will make financial and health care decisions for you when you cannot make them for yourself.