If you are a parent of minor children who are counting on you, your estate plan must begin with ensuring your children would always be taken care of by the people you want, in the way you want, no matter what happens.
One of our areas of greatest expertise is in planning for the well-being and care of the children you love – all the way from newborn to age of majority, and all the way through adulthood if your child has a special need.
Without Proper Planning, Here's What Could Happen
Yes, these things scare us too.
That’s why we offer a Kids Protection Plan® with every estate plan we do for families with young children.
Do you know beyond a shadow of a doubt what would happen legally and financially to you, your loved ones, your money and everything else you care about if something unexpected happened to you?
If you have an estate plan and it is out of date, your assets could be lost to the state department of unclaimed property or to an unnecessary and public court process.
If you do not have an estate plan, then the state has a plan for you, and it's probably not what you want.
Here’s the bottom line: If you do not know exactly what would happen to everyone you love and everything you own, then the first step is to find out exactly what would happen legally and financially, so that you can decide if the current state of your affairs is okay with you.
We meet together for your Family Wealth Planning Session where the sole purpose is to get you more informed.
Before your Family Wealth Planning Session, you will complete your Family Wealth Inventory & Assessment, which will help you to get clear about what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones and your belongings.
If you decide the current state of affairs is unacceptable, and if we both decide that it is a fit to work together, then we will design an estate plan together that will best suit the needs of your family.
The foundation of your estate plan will often include a revocable living trust, which, when done correctly and maintained over time, should help your family avoid the cost and delay of the public probate process and minimize or eliminate estate taxes.
For people with additional needs, we provide advanced estate planning services.
We get this question all the time.
Unfortunately, most DIY plans do not work because much of what passes for estate “planning” is little more than word processing.
You answer a few automated questions and then the drafter (normally just software, not a human being) decides which “plan” is right for you. And then you are forced into a template document that may not reflect your needs or situation whatsoever.
At Boone Legal , we will educate you and take the time to get to know you, your family, your concerns, your goals and your issues.
We will gladly and patiently answer all your questions to design an estate plan that is exactly right for you and will keep your loved ones out of court and out of conflict.
Estate planning for a family with special needs children comes with a complex set of financial, social, and medical issues that some lawyers are ill-equipped to handle.
At Boone Legal we are dedicated to ensuring your child with special needs will be well taken care of when you are no longer able to serve as their primary caregiver.
We offer a variety of estate planning tools and strategies designed to accommodate the unique circumstances presented by children with special needs and their families.
We can help you pass on the financial assets needed for your child to live a rich quality of life without jeopardizing their eligibility for government benefits. We will also assist you in finding and appointing a trusted guardian and/or trustee to look after them in the event of your death or incapacity.
If you leave a large lump sum of money directly to a special needs child, immediately there are concerns about how that might impact governmental assistance and whether your child is capable of managing finances on their own.
Fortunately, we have an estate planning tool called a “special needs trust” designed to provide supplemental financial resources for the physically, mentally, or developmentally disabled child without affecting their eligibility for public healthcare and income assistance benefits.
This said, the rules for such trusts are quite complicated.
For instance, funds from a special needs trust cannot be distributed directly to the disabled beneficiary and must be disbursed to a third party who is responsible for providing the goods and services your special needs child will need to maintain a comfortable lifestyle.
Even once you have established a special needs trust, the care and attention we pay to your special needs child is not over. We know that your child’s financial and emotional requirements will change over time, sometimes dramatically. And the laws governing public benefits change over time.
Given this, it is vital to work with an experienced special needs attorney who can create a comprehensive special needs trust that is both properly structured and appropriate for your child’s specific situation.
If you need estate planning for your child with Down Syndrome, autism, cerebral palsy, or any other developmental or intellectual disability, we are here to help you.
We will help you develop a sustainable living plan for your child with special needs that will provide them with the finances they need to live a full life, while preserving their access to government benefits.
Just ask the 20 million people involved in lawsuits last year.
Divorce, inheritance, health issues, creditors, employee disputes, theft, changing markets, malpractice suits, sexual harassment claims, natural disasters and disgruntled business partners – these are just a few issues that can result in devastating lawsuits for unprepared business owners.
The highest level of risk falls on those who think they are immune.
Americans are now more concerned than ever about protecting their assets from creditor claims, taxes, divorce and other disasters. And rightly so.
The more success you have, especially in business, professional practice or real estate activities, the more at risk you are as others see your success grow.
Here are some of the risky behaviors you may be engaging in right now without even realizing it:
Here’s the thing: All of these activities are activities we want to see you do more of!
But we do not want you to create a negative impact on your life or your future.
This is where we come in. We set up your estate planning in proper ways to ensure that you can take maximum risk with minimum worry.
We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances. We will consider insurance, prenuptial agreements, asset segregation, choice of jurisdiction, gifting, LLCs, partnerships, corporations, and asset protection trusts.
There are many different strategies to accomplish the protection of your assets both while you are alive and for your family after you are gone.
To find out which strategies may be right for you, schedule your Family Wealth Planning Session and we will talk about it one-on-one.
You work your entire life to save and have enough money to comfortably retire – and ideally leave something for your loved ones when you pass away.
During your life you pay all kinds of taxes: income taxes, property taxes, sales taxes, and so on. And at the end, the government still wants to tax you on the assets you have left at your death.
This is known as the estate tax, sometimes called the “inheritance tax” or “death tax.”
The best way to protect your assets and your family’s future from excessive taxation is to hire an attorney who specializes in estate tax planning. We can help you reduce – if not entirely avoid – the federal estate tax burden.
Estate tax is totally separate from federal income tax, property tax, sales tax, and every other type of tax you’ve paid during your lifetime.
Estate tax is a tax paid on the net value of all your assets owned at your death.
However, there are fairly sizable exemptions to the estate tax so it is primarily a high net-worth individual or family who is affected.
This said, the estate tax rate is a whopping 40% on your net estate, so if you do have an estate tax problem, we are talking about potentially massive sums of money your estate will owe to the government before a single heir would enjoy a single penny.
President Trump’s Tax Cuts and Jobs Act of 2017 nearly doubled the allowable exemptions to the estate tax that existed prior to 2017. This ensured that even fewer families would be affected.
The estate tax exemption for individuals increased from $5.4 million to $11.2 million, and the estate tax exemption for married couples increased from $10.9 million to $22.4 million.
Unless your estate is valued at more than $11.2 million, you do not have to worry about the estate tax at this time.
But for those who are affected, there are numerous estate planning strategies available that can greatly reduce the amount owed. We can advise you on the best options for your family.
Families with high-value estates face several complex legal and tax issues – estate tax is only one of them.
We offer a number of advanced estate planning strategies that are aimed primarily at reducing a family’s tax burden. In addition to minimizing or eliminating the estate tax liability, we also help you leverage the advantages of gift tax and generation-skipping tax to pass assets on for successive generations without risk of a tax liability decimating your estate at each generation.
Some of our most popular advanced estate planning tools and strategies include:
You have worked hard to build your family’s wealth and legacy, so it makes sense to put similar effort into protecting those assets after you are gone.
This includes protecting your assets against excessive taxes.
At your Family Wealth Planning Session, we can go into detail about how you can minimize the potential tax burden faced by your family so that you can maximize the inheritance you pass on to your loved ones.
Thanks to healthier lifestyles and enhanced medical technology, life expectancies in the U.S. are at an all-time high.
But this also means more seniors will require some form of long-term care. Whether in-home assistance or a long-term nursing home stay, it is becoming inevitable that most of us will require such care at some point in our lives.
The challenge is that long-term care is growing more expensive every day.
In fact, some studies estimate that nearly two-thirds of families will run out of money within the first year or two of moving into a nursing home. Unfortunately, most private health insurance plans and Medicare do not cover long-term care costs – which can average $4,000 to $12,000+ per month in the U.S. depending on where you live and what level of care you require.
Whether for yourself or your aging parents, at Boone Legal we can help you plan for the financial, medical, and legal challenges that come with growing older.
We are here to help you develop a comprehensive plan to ensure your wishes and preferences are honored in the future, and to protect you and your assets if you become incapacitated and require assisted living or nursing home care.
Fortunately, with the proper planning in place, you can rest assured that you and your loved ones will have the proper safeguards in place to keep you at home as long as you desire, cover the expenses of your care and receive the maximum quality of care when it is needed.
We can also help you qualify for Medicaid and other benefits to help cover these ongoing expenses.
Indeed, utilizing trusts and other asset-protection strategies, you and your loved ones may be able to take advantage of government benefits without “spending down” all of your assets or losing everything you own. We can help you design a comprehensive plan that allows you to live out your golden years without worry or financial hardship.
Your plan must include certain special provisions that – if not included – will create unnecessary obstacles for your family and your estate planning attorney.
Navigating the complex elder law landscape can be a daunting task. Having an experienced lawyer who is familiar with the process of long-term care planning is invaluable for ensuring not only the security and care of your loved ones, but also your peace of mind.
Whether through illness, injury, or mental decline, anyone can require a guardian to care for them if they become mentally or physically incapacitated.
Children automatically qualify by not having the “capacity” to be in charge of their own financial affairs and decisions about their well-being.
And an adult may qualify as not having “capacity” if you become seriously ill or injured.
Unless you have the proper estate planning in place that names the individual who will be your guardian in case of illness or injury, a probate judge will be deciding who will make medical and financial decisions for you if you are unable to make them for yourself.
At Boone Legal, we can guide you through the often complex and emotional process of the probate court appointing a guardian for you or for your loved ones.
The law presumes that a person over age 18 can act for themselves unless shown otherwise. As a result, the probate court typically requires extensive proof that a guardian of an adult is warranted.
The process begins with the interested party filing a petition in court that requests the court declare the adult essentially “incapacitated,” at least from the legal perspective.
Sometimes, these proceedings are initially “ex parte” (in secret) so that a guardian may be appointed before other interested parties are aware, if there is a concern about other interested parties’ intentions or even the anticipated behavior of the adult at issue.
Many times, guardianship filings can lead to heated disputes between family members or close family friends who may claim they are better suited for the role.
Regardless of who files the petition, guardianship will only be granted if the court determines there is enough evidence to show the person is legally “incapacitated” to the point where they can no longer make legal, financial, or healthcare decisions for themselves.
Although courts typically give preference to a spouse or another close family member, a guardian does not have to be a relative.
Provided the person seeking appointment is a competent adult, close friend, or any other interested party, they are eligible to serve as long as the judge determines they are best suited for the role.
If a relative or friend is not willing or capable of serving, the court will appoint a third party to serve as guardian. Sadly, this can lead to horrible financial and/or physical abuse of the incapacitated person, so it is best to plan ahead and name a guardian in your estate planning documents to keep the courts out of the picture entirely.
Depending on the extent of the person’s incapacity, a court-appointed guardian can be given near complete control over your life.
There are two areas of decision-making where a guardian has authority: decisions about your well-being and decisions about your finances.
Decisions about well-being include determining your place of residence, your attending physicians, and your medical treatment.
Decisions about your finances include how your home is paid for, what your income is used for, whether to pursue legal actions on your behalf, how to manage your assets, filing your insurance claims, and many other matters.
Usually one person is appointed for both roles, but the court can also split the responsibilities among multiple parties.
For instance, one person may oversee the financial decisions, while another person handles living arrangements and healthcare.
Moreover, the court requires the guardian to file detailed status reports such as financial accountings at regular intervals or whenever important decisions are made, such as when an asset is sold or when you require a substantial expense for your care.
Some of the most common duties of adult guardians include:
With the huge responsibility and loss of control that comes with guardianship, the process can often feel overwhelming.
The best course of action is to do your estate planning ahead of time to name exactly who is your preferred guardian so that your family will not have to deal with a courtroom or lawyers in the first place.
Unfortunately, some of our clients did not do estate planning soon enough, and we are then called upon to help their family members with establishing guardianship for a loved one.
If you are in this situation trying to help a loved one, we can help.
If you are here to learn about the probate process after the passing of a loved one, we first want to say that we are very sorry for your loss.
We hope that the information you find on this page will simplify any legal and administrative headaches you might otherwise face during such a difficult time.
Probate is a process through the court system to ensure the legal transfer of assets from the deceased’s name to the names of the deceased’s legal heirs or beneficiaries.
Probate is generally also necessary to prove the validity of a will, appoint someone to manage the estate, inventory and appraise estate property, pay the deceased’s debts and taxes, and distribute the estate property as directed by the will (or by state law if there is no will).
You might read online that probate is ‘bad news’ and that it tends to be very expensive and time-consuming.
It depends, but one thing is for sure: The probate process is a public process that can be avoided with proper planning in advance.
But if you are now in a situation where you must go through the probate process to administer the estate of a loved one, the best thing you can do is get educated and get help to complete the process as quickly and with as little expense as possible.
State law designates who is entitled to begin the probate process.
The person with highest priority is the person who is named in the deceased’s last will as the “executor."
If there is no will, then the law generally establishes a hierarchy of who is eligible in what order, normally starting with a surviving spouse, then surviving adult children, and so on.
The individual who has priority would start the probate process by having an attorney prepare the legal documentation to initiate probate and by filing the original will with the probate court.
Depending on the circumstances of the estate and the family, sometimes probate can be opened without advance notice to interested parties; other times, advance notice to interested parties is required before probate is officially opened.
The best way to determine exactly what probate process applies to the estate is to meet with Boone Legal so we can review your particular circumstances and give you the best possible guidance.
If the deceased person left a last will and testament that is recognized as valid by the probate court, then the person named in the will as the executor typically will be appointed, barring extraneous issues such as that person’s illness or old age.
If the person named in the last will and testament is unable or unwilling to serve as executor, or if there is no will at all, then the probate court may appoint an adult family member, trusted friend, or a professional third party.
State law provides that executors may be paid reasonable compensation for the time spent in administering the estate. This said, some executors, particularly if they are the surviving spouse or family members of the deceased, decline to be paid.
Being an executor is a big responsibility.
The probate code contains pages upon pages of complex legal rules and procedures that an executor must follow during the probate process. In addition, there are certain deadlines that an executor must meet in filing papers with the court and providing notice to interested parties.
If an executor does not comply with any of these rules, he or she can be held personally liable for any losses to the estate.
In most cases if your loved one left a trust as the cornerstone of their estate plan, then no you do not need to go through probate.
However, there is one big caveat here: The deceased must have ensured that all of his or her assets were properly titled in the name of the trust or properly named the trust as beneficiary in order to completely avoid probate.
Unfortunately, not all estate planning attorneys who draft a trust for their clients ensure that assets are properly owned and beneficiaries are properly designated and perhaps most importantly, that these documents are kept up to date during ones lifetime.
Time and again we have helped family members of a recently passed loved one who found out title and beneficiary designations were not proper, and then they face the frustration, expense and delay of a probate proceeding even though the person they loved had a trust.
This is why we do things so much differently than most other lawyers and law firms here at Boone Legal.
As a general rule, assets owned solely in the name of the deceased person are subject to probate.
By contrast, assets with title designated as “joint tenants with right of survivorship” are not subject to probate and pass by operation of law to the surviving joint owner. Also, assets with a “transfer on death” or “pay on death” designation, such as life insurance and retirement accounts, are not subject to probate and pass by operation of law to the designated person.
In some situations, however, assets that would otherwise pass by title or beneficiary designation to a specified person can be subject to the probate process. Please call us if you have questions about your specific situation.
When there is no will or trust to dictate who receives what, then probate assets will be distributed according to state law.
In other words, the state legislature has made their best guess as to who you would want to receive your assets.
The typical hierarchy is that all probate assets go to your surviving spouse; or if you do not have a surviving spouse, then all probate assets are split equally among your children; and so on following the branches of your family tree.
Where it gets tricky is if your surviving spouse is not the parent of your surviving children; or if you have a surviving spouse, no children, and a living parent (some states dictate that your surviving spouse split your estate with your living parent in this scenario); or even if your surviving spouse has children who are not your children (some states have complicated formulas for who gets what in this case).
You can see how things can get complicated quickly when you rely on state law alone instead of doing your own planning upfront.
Probate proceedings typically take around 6-12 months if there are no snags whatsoever. Some probate cases linger for two or more years if beneficiaries are disputing or if the deceased left property in multiple states.
In terms of cost, every probate proceeding is different. Probate costs include court filing fees, attorney fees, appraisal fees, professional fees such as tax preparation, executor compensation, document certification fees, recording fees, and more. Some states allow fees to be determined as a percentage of the probate assets, and other states provide that fees are determined pursuant to a statutory schedule.
The best way to ensure your probate proceeding is handled properly and quickly is to choose your attorney wisely.
Do not assume that all attorneys are the same.
Too many lawyers only “dabble” in probate or trusts. Do not choose a lawyer who does probate “on the side” – this exposes you to blunders throughout the process, causing problems for you that should have never come up and ultimately delaying the resolution of the probate proceeding.
Plus, please know you are not required to hire the attorney who drafted the will!
Just because a particular attorney drafted the will does not mean that attorney must handle the probate process, nor are they necessarily the right person for the job. You need to be comfortable with the attorney and confident that they are the right attorney for you.
Choosing your probate lawyer is one of the most important decisions you will make.
If you put in the time and effort to find the right lawyer, you will be rewarded with a compassionate advisor who will help you navigate the probate process with minimum headache and hassle.
If you are ready to get started with the probate process after the passing of a loved one, please contact us and we will help determine your next best steps.
We are here in service to making this all as easy as possible on you, and we look forward to relieving any administrative or legal burdens you may face during this time of loss.
We understand how you feel if you are here because a loved one has passed away. Please know we express our condolences to you if that is why you are at this page.
Trying to handle the technical details during a time of loss can be a challenge. We are here to help.
We want to help you through this process and take as much off your hands when it comes to locating assets, paying bills and making sure your loved one’s assets get to the right people without court or conflict.
If your loved one created a trust prior to their passing and all of his or her assets are in trust or named the trust properly as the beneficiary, then the good news is that we can begin the estate administration process completely outside of probate court.
We work closely with the deceased’s family members, beneficiaries, and trusted advisors to ensure the deceased’s trust assets are inventoried, debts are paid and the assets are distributed to the named trust beneficiaries.
Depending on the type of trust involved, the assets may be distributed outright to the named beneficiaries, or the assets might be held in trust for the future benefit of the named beneficiaries.
Every trust has named a “trustee.” The trustee’s job is to ensure that trust assets are handled properly and the trust terms are complied with.
Serving as a trustee entails a huge level of responsibility and liability. We have seen many instances where the person named as trustee will have limited background or experience in carrying out the legal and financial duties that come with administering a trust.
That’s okay. As long as the trustee is aware the most careful course of action is to hire an attorney to help with trust administration, then the trustee can feel comfortable knowing the trust is being administered properly, all legal requirements are being satisfied and the trustee is minimizing or eliminating any personal liability related to the role of trustee to the extent possible.
During trust administration, we will evaluate title to and beneficiary designations of all of the deceased’s assets to identify which assets fall under trust administration and which assets might need to be probated. We will also coordinate appraisals of significant assets to get a clear picture of the deceased’s net worth for estate tax purposes.
Trustees are typically responsible for all of the following:
Notification to all heirs and beneficiaries of the pending trust administration
Identification and collection of assets
Once the trust assets are ready for distribution, the trustee will refer to the trust terms as to how assets will be distributed to the named beneficiaries or held for the benefit of the named beneficiaries in the trust.
Sometimes the trust terms dictate that assets may be distributed outright to the named beneficiaries, and other times the trust terms dictate that the assets should be held in trust for the benefit of the named beneficiaries.
It is very common, for example, for trust assets to continue to be held in trust for named beneficiaries if the beneficiaries are minors or young adults, have special needs, or might have creditor issues that would unnecessarily expose their trust inheritance to risk.
If the trust assets are to be distributed outright to named beneficiaries, then the trustee will prepare and sign the appropriate conveyance documents to the named beneficiaries.
This part of the process admittedly can be complicated and time consuming.
Plus, the trustee will likely want some sort of assurance that upon transferring trust assets to the named beneficiaries that the trustee does not remain open to future claims of wrongdoing or omission. That is where attorney guidance comes in to help you cover gaps you may not even know exist if you are navigating trust administration on your own.
We are here to help you in your role as trustee so that you have the peace of mind you are performing your trustee duties as law the requires and that you are not exposed to undue risk or liability.
We will help you administer the trust as quickly and smoothly as possible.
And most importantly, we will help you communicate with the trust beneficiaries in a way that makes them feel an integral part of the process, not simply a bystander or a “nuisance.”
You would be surprised at how many litigious situations we have seen arise simply from the failure to communicate with beneficiaries. That will not happen when we are guiding you in your duties as trustee.
You love your family.
You want to ensure things are as easy as possible for them if and when something happens to you.
You show your love through acts of service. You want to pass on what you have worked so hard for your entire life and do it in a way that feels good and full of ease.
And your wealth isn’t measured just by the dollars in the bank, but by the well-being of the people you love.
You may be single, married, have children or not. The one common denominator is that you truly and deeply care about the people in your life and you want to make things as easy as possible for them when something happens.
You are not alone. We are here to help.
For the specifics of estate planning based on your situation, check out our details on our menu under "Who You Are."
No matter your situation, this important planning will give you peace of mind that the people and things you care about are protected.
When you are married with children, estate planning seems pretty straightforward.
You want your spouse making decisions for you if you are incapacitated, and you want to make sure your assets go to your spouse when you die and then to your children after your spouse is gone.
Seems simple, right?
If only our probate courts weren’t clogged with the impact of the complexity of money and family. Then it would be "easy" to go through court and there wouldn’t be $58 billion (with a "b") of assets in the state departments of unclaimed property across the United States.
There are a myriad of questions that need to be answered to ensure your family stays out of court and out of conflict in the event of your incapacity or death, even when you are simply married with children. And some tactical specifics need to happen to ensure your assets don’t end up lost to the state department of unclaimed property if your family overlooks something when you are not there to guide them.
Plus, if you are in a blended family with children from a prior marriage, it’s an almost guarantee the people you love will end up in conflict if you don’t plan ahead.
Most of all, your wealth isn’t measured just by the dollars in your bank account but by the well being of the people you love. If you are reading this, it is because you care enough to get your estate planning handled so your family will stay out of court and out of conflict no matter what.
You love your family.
You want to ensure things are as easy as possible for them if and when something happens to you.
Here is the really important part though: If you are a blended family and either you or your spouse have children from a prior marriage, there is no way around it – you must plan ahead to keep the people you love out of conflict.
No matter how close or friendly you think your spouse and your children are, there is simply an unavoidable and inherent conflict among them upon your death.
The great news is that this conflict can be mitigated and you can ensure that the people you love most will all be well taken care of with the most ease possible.
You can even take actions in advance to support their being on the same team in a time of grief if and when something happens to you.
But it doesn’t happen like magic.
It does take planning, and we are well-trained and highly skilled in planning for the needs of blended families.
If you are in a blended family, schedule your Family Wealth Planning Session and we will look together at everything you own and everyone you love, and what would happen to all of it if and when something happens to you.
Then you are informed, educated and empowered to make the right planning decisions for the people you love.
You love your children.
You have the primary responsibility for ensuring their well-being and care.
If something happens to you while they are minors, you want to ensure you have made the decision about who cares for them, and how.
In the most ideal scenario your child’s other parent would be suitable to take custody of your child if you cannot be there. But in many cases, that’s not possible or desired.
And even if it is, you may want the financial resources you are leaving behind cared for by someone other than your former spouse or partner.
No matter what the scenario, as a single parent (whether your child’s other parent is in the picture or not), you need to take the necessary steps to legally document who you would want raising your child, how you would want your child raised, and how you want your assets handled for your child in case anything happens to you.
We know you are busy and we promise to make the process as simple and easy for you as possible.
In so many ways, estate planning is almost MORE important for you when you are in an unmarried relationship with your life partner.
And if you have children together, it is exponentially more important for you to get your estate planning handled right.
The law does not protect your life partner. Period.
You have to take action yourself to ensure you will have access to your loved one’s hospital bedside and that your life partner will have access to you if you are hospitalized.
If you do not take action, it is very likely that the person you love most in the world could be blocked from being with you in an accident, making health care decisions for you, deciding what you are nourished with if you can’t decide for yourself, or who gets to see you.
And that’s just your healthcare.
Without the protection of estate planning, the person you love most in the world could be thrown out of your house, ejected from your business, or locked out of your finances.
If you have children together, your children could even be taken out of your life partner's care.
Estate planning when you are unmarried is not optional. It is truly a matter of life and death for the people you love most.
No matter who your chosen family is, you have people and things you care about, and you want to ensure things are as easy for them as possible if and when something happens to you.
You want to pass on what you have worked so hard for your entire life and do it in a way that helps your loved ones know and feel your love just when they will need to most.
On top of that, and maybe even more importantly, you want to choose who will receive what you have worked so hard to create, and also ensure that your chosen family will be able to care for and love you in the event you are incapacitated and cannot make healthcare decisions for yourself.
Your wealth is not measured just by the dollars in your bank account but by the well-being of the people you love.
You care enough to get your estate planning handled so your loved ones will not get stuck in court or conflict when you become incapacitated or die.
We know you are busy and we promise to make the process as simple and easy for you as possible.