Getting Your Assets Where They Need To Go While Keeping Control

What is right for me - a will or a living trust?  Are my affairs private? Can I avoid probate, and should I?  Does my Will have to be Probated? What happens if I become ill or have an accident?  A properly drafted Estate Plan that fits your situation will help you to:

• Be prepared if you become disabled;
• Empower someone to make decisions for you, when you can not;
• Save on legal and court costs;
• Be in control of the distribution of your estate;
• Minimize estate taxes;
• Protect your "nest egg" for your family; and
• Ensure privacy for you and your family members.

Because everyone's financial situation is different, our firm provides a confidential initial consultation on a complimentary basis.  In order to take advantage of our services, please go to the "Download Files" section and download the Estate Planning Worksheet form, complete it and submit it by fax, email, or regular mail.  When you submit the worksheet, be sure to include contact information (i.e., phone, fax, and email information, as well as your mailing address).  Upon receipt, one of our staff will contact you for an appointment.