A big conception when it comes to estate planning is that it’s only for the wealthy. However, everyone needs an estate plan regardless of the size of your estate. There are many components to an estate plan such as wills, trust, powers of attorney, health care directives and the list goes on and on. If you currently have an estate plan in place, we can work with you and your attorney to review and update your plan to ensure it still meets your needs. If you’re putting together an estate plan for the first time, we can help you determine appropriate estate planning strategies for your financial situation and refer you to a legal professional who can assist you in drafting the necessary legal documents.
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