As experts on estate planning, our primary role is to help individuals and families make informed decisions about the distribution and management of their assets and properties during their lifetime and after their passing. Estate planning involves developing a comprehensive strategy to ensure that our clients’ wishes are carried out, their loved ones are taken care of, and their financial goals are met.
We are not tax experts, but if you need tax advice, we will refer you to qualified tax professionals.
Each client has different needs and we are committed to working through yours with you.
We will draft the documents you require including your Will and Power of Attorney, and any Advance Healthcare Directive.