An estate plan is the number one protection you can put into place for yourself and your family. Many people think that if they don’t have millions of dollars in assets, they don’t really need to worry about an estate plan. This is not the case. Estate planning is really about making sure that your personal choices are honored and that your loved ones don’t need to worry about how to best act on your behalf.
We offer all estate planning services on flat fee plans. We recommend that everyone over the age of 18 have at least the basic package in place: a will, a health care directive, and power of attorney. Trusts offer next level planning when it makes sense given an individual’s or a family’s needs.