Estate Planning
No matter how much money you have, or don’t have—you benefit from estate planning. Estate planning is simply the process of planning for your goals, for what could go wrong, and for what happens after you pass away. Putting your affairs in order is one of the most loving and selfless acts you can do for your family and friends.
Why it matters
In short, you get to call the shots.
Through legal tools such as wills, trusts, guardian designations, powers of attorney and medical directives, you can decide who will receive your assets and care for your children in your absence as well as minimize potential tax burdens and plan for what medical measures you want taken in the event you're seriously injured or facing a life-threatening illness.
Estate Planning Details
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Everyone! Our firm is founded on a firm belief that whether you just got your first job or bought your first house, or are worth $200 million or more, we craft a personalized estate plan for you.
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Every estate plan comes with a Will, a medical power of attorney, a financial power of attorney (also called statutory durable power of attorney!), living will, HIPAA authorization, declaration of guardian for minor children (if applicable), declaration of guardian in event of subsequent incapacity, and a disposition of remains. Some plans include one or multiple trusts.
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The average estate planning investment is between $2,500 and $6,500, with exact pricing provided after an initial meeting.
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Step One: Complete a questionnaire and meet with one of our lawyers to discuss a personalized plan
Step Two: Sign an engagement letter and pay your retainer, as well as providing any outstanding information we need from you.
Step Three: Our team drafts your plan in two to six weeks, depending on the complexity of your plan, though we can accommodate a faster turnaround time if your situation requires it.
Step Four: You review your documents, made any necessary changes with your attorney, and then sign your documents!
For a list of FAQ’s, please visit our FAQ’s page.
How We Do It