Estate Planning

Wills & Trusts

Plan ahead to simplify the transfer of assets upon your death and to ensure that your wishes are followed.

Power of Attorney

Authorize another person to act on your behalf in the event of your mental or physical incapacity.

Health Care Directive ("Advance Directive")

Authorize another person to make health care decisions on your behalf, including life-sustaining measures, in accordance with your written directions.

Probate

A probate is not always necessary for an estate. A probate is a legal proceeding filed with the court in order to administer an estate and accomplish the transfer of estate assets upon death.

Small Estate Probate

The total value of all real estate cannot exceed $200,000, the total value of all personal property cannot exceed $75,000, and the total value of the state cannot exceed $275,000.

Full Probate

Estates that do not qualify for small estate probate or for which a full probate is advisable.

trust Administration

Advise and assist with administering trusts or trust estates, including revocable living trusts and supplemental needs trusts.