The firm assists clients in planning for the ultimate disposition of their accumulated assets and possession and management of their affairs both during and after their lifetime.  The goal is that the client’s ultimate desires are fulfilled in the most straightforward and risk-tolerant manner possible. 

The firm works in tandem with its other professional advisors to achieve goals during and after the client’s lifetime.

The firm assists in the drafting of planning documents such as:

Last Will & Testament

This document allows clients to determine whom administers their Estate, identifies their intentions related to assets and possessions on death, including how they are to be divided.  This also allows the naming of a guardian to care for minor children in the event of an untimely death. 

Power of Attorney

The document allows the client to nominate an agent to handle general financial matters during the client’s lifetime.  This is most used in the circumstance of an ailing family member whom while living is unable to manage their own affairs.

Health Care Power of Attorney/Living Will

This document allows an individual to nominate an agent who can assist in health care decisions and also outlines express instructions related to how the individual would like healthcare matters addressed in the event of an end-stage medical condition or permanent unconsciousness. 

Trusts

Drafting of documents to assist in the management of assets for a variety of reasons.  Trust drafting is often utilized to address management of assets for minor children, disabled individuals, planning for children or grandchildren of prior marriages or for the benefit of spouses.