ESTATE PLANNING

 

Thoughtful Planning for What Matters Most

Estate planning is not just about documents—it’s about clarity, intention, and protecting the people and assets you care about. Whether you are planning for the first time or revisiting an existing plan after a life change, a well-designed estate plan provides structure and peace of mind.

We work with individuals and families to create estate plans that are practical, personalized, and built to hold up over time.

Why Estate Planning Matters

A thoughtful estate plan helps ensure that:

  • your wishes are clearly documented

  • your loved ones are protected and supported

  • decision-making authority is placed in trusted hands

  • unnecessary conflict, expense, and court involvement are minimized

Estate planning is especially important after major life transitions—marriage, divorce, the birth of a child, acquiring significant assets, or changes in family dynamics. Planning proactively allows you to control decisions rather than leaving them to default laws or the court system.

Our Approach

We take a measured, client-centered approach to estate planning. That means taking the time to understand your circumstances, asking the right questions, and helping you think through both immediate needs and long-term goals.

Our goal is not to overwhelm you with options or legal jargon, but to provide clear guidance and help you make informed decisions that reflect your priorities.

Estate planning often intersects with family law, mediation, and financial planning. That broader perspective allows us to address complex family structures, blended families, and situations where discretion and foresight matter.

Estate Planning Services

Estate planning services may include:

  • Last Wills and Testaments

  • Revocable trusts

  • Financial powers of attorney

  • Healthcare powers of attorney

  • Living wills and advance directives

  • Guardianship planning for minor children

  • Coordination of beneficiary designations

  • Estate planning following divorce or remarriage

We tailor each plan to the client; there is no one-size-fits-all approach.

When to Consider Updating an Estate Plan

Even if you already have an estate plan in place, it may need review or revision after:

  • Marriage, divorce, or remarriage

  • The birth or adoption of a child

  • Significant changes in assets or business interests

  • Changes in relationships or family structure

  • Relocation or changes in the law

Regular review ensures that your plan continues to reflect your wishes and functions as intended.

Who We Work With

We regularly assist:

  • individuals planning for the future

  • parents seeking to protect children and appoint guardians

  • professionals and business owners

  • clients navigating estate planning after divorce or separation

  • families with complex or blended dynamics

Our clients value clarity, discretion, and planning that looks beyond the immediate moment.

Getting Started

Estate planning does not have to be complicated or intimidating. We guide clients through the process step by step, answering questions and helping them feel confident in the decisions they are making.

If you are ready to put a plan in place—or revisit an existing one—contact our office to schedule a case evaluation.