Legacy Planning

We preserve your legacy.

You’ve worked hard to build an estate that will survive you. How your legacy is dispersed is a sensitive conversation. We listen to you and then create the instruments that will support your goals and provide peace of mind to you and your loved ones.

Your legacy should include a will that directs your financial and physical assets to the people and organizations you want to have them. We will meet with you to identify how you want your assets dispersed and when the time comes, serve to ensure your will is enforced through probate.

It is important to have a medical power of attorney and a health directive in place no matter your current age or health status. These documents mean your wishes regarding the types and duration of your medical treatment will be followed even when you are unable to communicate your desires. Obtaining or providing a specific or general power of attorney allows appropriate decisions to be made for you when the need arises.

Contact us today for your legacy planning needs.

TOP