Estate Planning

Estate Planning

We celebrate life and all its intricacies. We want to get to know you – your family dynamics, lifestyle, goals and financial status. Then, we craft estate plans to achieve peace of mind, security and smooth transitions.

Our estate planning services include the use of revocable living trusts and irrevocable trusts, special needs trusts and wills as well as financial and health care directives such as the durable power of attorney, living will, designation of health care surrogate and designation of pre-need guardian.

Our clients range from families with young children to recent empty-nesters and our beloved aging parents. Our team of caring professionals enjoy connecting with people and providing them with the security they need in the event of tragedy.

November 21, 2019

The Roles of a Mother: Protecting Your Children

As we enter this month honoring moms, I’d like us to take a step back and reflect on all of the roles of a mother. Mothers […]
November 21, 2019

Estate Planning Needs for Families with Minor Children

Dear JGCC Neighbors and Friends, I’d like to share a topic that’s so important for my family – Estate Planning Needs for Families with Minor Children. […]
November 21, 2019

Everyone Needs a Comprehensive Durable Power of Attorney – What are the benefits?

  Last month I shared information about the meaning of a durable power of attorney and an example of its use. This month we will continue […]
July 16, 2019

The Importance of Planning Early

  “Planning is bringing the future into the present so that you can do something about it now.” -Alan Lakein  As we head into 2019 many […]