Estate planning helps you protect your assets, plan for the future, and ensure your wishes are honored for your loved ones if something happens to you.

Yes. Estate planning isn’t just about wealth—it’s about control, protection, and making things easier for your family.

A basic plan often includes a Will, Power of Attorney, Health Care Directive, and HIPAA Authorization.

A Will takes effect after death and usually goes through probate, while a Trust can manage assets during life and help avoid probate.

During a consultation, we review your family, assets, and goals to recommend a plan tailored to your needs.

Our plans start at $2,500. Pricing depends on the complexity of your estate and the level of planning needed.

State law will determine how your assets are distributed, which may not reflect your wishes and can cause delays and added costs.

Yes. Estate plans should be reviewed and updated as your life circumstances change.

Probate is the court-supervised process of distributing a person’s assets after death.

In many cases, yes. Proper planning—such as using trusts—can help avoid or minimize probate.