Estate Planning


One shoe does not fit all. For some clients, we may assist you by simply recommending beneficiary clauses and transfer on death documents.

For young families, a common recommendation is for Wills with trusts for the children.

For those with children from a first marriage, we strongly urge the remarried couple to have a Marital Property Agreement.

Another topic usually covered is divestment and nursing home issues. Other client choices might be whether to make a Trust or a Will.

We all need a Health Care and Financial Power of Attorney so that someone can take over for us if we become incapacitated. This may save the need for a guardianship, as gaurdianships are expensive.

Call us and make an appointment to see what is right for you.    715-536-4511