Estate plan documents are your voice when you are no longer able to speak for yourself.
Wills, living trusts, retirement account beneficiaries, and the steps to avoid probate are just a few of the important areas that estate planning takes into consideration. For most people with young families, estate planning is first and foremost a way of protecting their children in case anything happens to them. We coordinate with your attorney to ensure that your estate plan works well with your overall financial plan.
