Wills, Powers of Attorney & Health Care Proxies
Whatever a family’s size or circumstances, preparing a will and arranging for power of attorney are central to providing responsible care. We help our clients to make these critical preparations, protecting their loved ones and their assets while offering valuable peace of mind.
Representative Client Matter: A young married couple with two children and a modest estate sought a basic will appointing guardianship. They also improved their property and casualty insurance protection, investment planning, and life insurance and worked with us to implement general asset protection planning for future estate growth. An emergency child medical form was created to protect their children when they traveled. The pros and cons of 529 college savings plans versus other options were evaluated, and a trust for all their children was ultimately established instead.