Estate planning offers an opportunity to pass your values on to the next generation. We understand that peace of mind and monetary savings are products of a well-considered estate plan and that estate planning is a lifetime process, not simply an after-death distribution program.
We work closely with our clients to determine which combination of estate planning tools will most effectively reach your lifetime goals.
Some tools we use to assist you through this process are:
- Revocable and Irrevocable Trusts
- Powers of Attorney
- Medical Directives
- Authorizations for the Disposition of Remains
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