Estate Planning Services

Estate planning was initially reserved for the wealthiest 10 percent of Americans. No longer is that the case. Thanks to real estate, retirement plans, savings, and other avenues of wealth accumulation, many individuals have estates that exceed hundreds of thousands and even millions of dollars in assets. These assets will need to be distributed upon their death.

We all have a beginning date and an end date, but that which is most important is the ‘dash’ in between. Of the 10 most stressful events in a person’s life, #1 is the death of a spouse and #5 is the death of a loved one. We need not share with you horror stories regarding someone’s failure to plan. The liquidation of your estate, if done properly can lessen the stress associated with death and reduce the pain of losing a loved one.

Let us assist you in establishing your estate plan today. 

           Estate Plan Trust Questionnaire

           Trust Questionnaire Instruction Sheet