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Trust and Estate Administration Services

Posted on: August 15th, 2016
Rest assured, we are here for your loved ones if you become incapacitated and when you die. We hold their hands (sometimes, literally), guiding them through administration while following the instructions you’ve outlined in your estate plan....

It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity

Posted on: March 15th, 2015
Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. It must also be about having a plan in place to manage your affairs if you become mentally incapacitated during your life....

How to Choose the Right Agent for Your Incapacity Plan

Posted on: March 1st, 2015
A common misconception is that estate planning equates to death planning. But planning for what happens after you die is only one piece of the estate planning puzzle. It is just as important to make a plan for what happens if you become mentally incapacitated....

Who needs an Estate Plan?

Posted on: May 1st, 2014
The short answer is 'Everyone, age 18 and older needs an estate plan.' It doesn't matter if you are old or young, if you have built up considerable wealth or if you are just entering adulthood --you need a written plan to keep you in control and to protect yourself and those you love....
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