Life is uncertain; your responsibilities are not.
You don’t have to be part of the “wealthy elite” to plan for your future.
Estate planning is about taking care of yourself and planning for others in ways you may have not considered. It can be as simple as preparing a will and a health care proxy, or planning for the future care of your spouse and children if you become ill, injured or deceased.
Estate planning is not just for the mega wealthy, and it’s not just about money or property. It’s about people and taking care of your responsibilities to yourself and others.
Planning is for everyone. We’ve prepared wills, trusts and plans and provided advice for those who are buying their first home or condo. We have helped families who don’t have significant assets but want to protect their families, as well as those who have acquired significant resources and capability and are very concerned with legacies and estate taxes.
That’s where we come in.
Planning starts with a conversation, or perhaps several conversations.
We are expert listeners: First, we will listen to your goals. As attorneys we will advise you, exchange thoughts and ideas, and perhaps expand your horizons as to what else may be possible. Together we structure a plan that implements your desires. Our aim is to identify what you need today and may need tomorrow, and to balance the virtue of simplicity with the necessity of the proper legal forms to enforce your wishes.
The result will be a simple, understandable and legally enforceable estate plan that accomplishes your goals, and fulfills your responsibilities.