An estate plan ensures that your wishes are carried out, protects loved ones, avoids unnecessary court involvement, and provides clarity during difficult times.

A Will directs how your assets are distributed after death, but usually requires probate. A Trust allows assets to be transferred outside of probate, offering greater privacy and efficiency.

We offer flat-fee planning packages – from foundational will-based plans to advanced trust-based strategies. Together, we’ll review your goals, family situation, and assets to recommend the best fit.

We recommend reviewing your plan every 3-5 years, or sooner after major life events like marriage, divorce, birth of a child, or significant changes in assets.

A complete plan often includes powers of attorney, health care directives, and asset alignment to make sure your documents work as intended.

Absolutely. We believe estate planning works best when it’s integrated with your financial, tax, and insurance strategies.

Your initial consultation is complimentary. We’ll spend time discussing your family, your assets, and your goals so you can understand your options. There is no obligation to move forward. Consultations are available in person, via video, or by phone.