TRUST AND WILL PREPARATION

Ensuring your wishes get passed on.
 

We are prepared to create a personalized and comprehensive estate plan for you based on your individual needs and circumstances, including:

  • Conducting a detailed interview and assessment of your estate

  • planning and tax planning needs

  • Drafting all the estate planning documents you need — including a will, powers of attorney (medical and financial), trusts, patient advocacy forms, etc. — to ensure your wishes are carried out and your assets protected to the greatest possible extent

  • Bringing innovative estate planning strategies to bear based on your unique mix of property and assets — which may include a range of financial accounts and investments including offshore banking interests, business interests and more