Estate Planning

Seminars

Our free seminars walk you through some common pitfalls in estate plans and scenarios encountered when no estate plan is in place. Educating you on how to keep your loved ones out of court and out of conflict.

Check out our schedule for upcoming seminars like “Death and Dessert”, “Trusts and Tea”, “Pints and Probate” and more.

Protect Your Children

Children can be traumatized by the events of a parent’s incapacity or death. Many understand the importance of selecting the legal guardians in the will to raise their children in the event of their death, but what about immediately upon incapacity. The Will does not come into play until your death AND the Will has to be reviewed by a Judge delaying implementing your wishes and leaving your children in the crosshairs of a traumatic system.

Let us create an Emergency Legal Guardianship plan to protect your kids now and keep them out of the system. It is a crucial component of comprehensive estate planning for parents of minor children.

This legal document ensures that your children are cared for by individuals you trust in the event of your incapacity or death. It legally designates both short-term and long-term guardians, preventing the need for court intervention and potential family disputes, and providing immediate and secure care for your children when they need it most.

A Will or A Trust?

Wills and trusts are both essential tools for estate planning, but they function differently. A will is a legal document that outlines how your assets will be distributed after your death, but it requires court-supervised probate, which can be time-consuming and costly. A trust, on the other hand, is a legal arrangement that allows you to transfer assets into a fiduciary agreement during your lifetime or upon your death, often avoiding probate and providing more control over asset distribution.

We understand that every situation is unique. Our experienced team will carefully assess your family dynamics, financial situation, and long-term goals to guide you in determining whether a will, a trust, or a combination of both is the most effective strategy for achieving your estate planning objectives and ensuring your wishes are honored.