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Estate Planning

Your Life. Your Values. Your Future.

You deserve peace of mind.

At the heart of what we do is a simple belief: estate planning isn't just for the super-rich, the sick, or those with complicated money plans. It's really for everyone – moms, dads, grandparents, business owners, and professionals – basically anyone who cares deeply about looking after themselves and the people they love. It’s for those who want to leave a mark and make a difference, even when they're no longer around. Estate planning isn’t about focusing on the end; it's about ensuring peace of mind by making the most of every moment and knowing that your loved ones will be okay. It’s about living life fully, with the comfort of knowing everything’s in place for the future.

Estate Planning Intake Form

Interested in a consultation with Sara? Fill out the form below and our office will reach out to schedule an appointment.

What can an estate plan do?

Protect yourself.

1

Protect your assets.

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Protect your family.

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01

Protect yourself.

  • Medical Power of Attorney: Designate someone to make healthcare decisions on your behalf if you're unable to do so, ensuring your medical preferences are respected.

  • Living Will: Make your medical wishes known in advance, including your preferences for end-of-life care, relieving your loved ones from the burden of making those tough decisions during difficult times.

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02

Protect your assets.

  • Financial Power of Attorney: Appoint a trusted individual to manage your financial affairs, offering you and your family security and continuity.

  • Medicaid Asset Protection Trust: If costs of long-term care are a point of concern, a Medicaid Asset Protection Trust can allow for you and your family to keep the assets you have accumulated over a lifetime while qualifying you for long-term care benefits. 

  • Revocable Living Trust: A revocable living trust allows you to maintain complete control over your assets as you remain the trustee.

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03

Protect your family. 

  • Last Will & Testament: A Will is an essential tool to ensure your assets are distributed according to your wishes after your death. This vital document also allows you to appoint a guardian for your minor children, providing you with peace of mind knowing they will be cared for by someone you trust.

  • Special Needs Trust: A special needs trust is a way to give money or property to someone with disabilities without messing up their chances of getting government help. It's like a safety box that holds onto the money for them, making sure they have what they need, without risking the benefits they get from programs like Medicaid.

  • Revocable & Irrevocable Trusts: Trusts serve as a map for your family, keeping your estate out of the public probate process that is often emotionally and financially taxing on families. This approach ensures family harmony and financial efficiency, safeguarding both relationships and assets after your death, while benefitting you during your lifetime as well. 

Schedule an Intake Session

If you are interested in scheduling a consultation, or want to ask questions before you do, feel free to set up an intake phone call directly from your device by clicking the link below!

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