Estate Planning

An up to date estate plan is imperative in today’s world. The typical individual needs a power of attorney, health care directive and living will, and a last will and testament.

Families

In addition to the above, growing families need to address issues such as care of minor children, minor children with special needs, or the need for a trust. Every family has particular needs and wishes and once the goals are defined I can create an estate plan in line with those goals and desires.

Small Business Owners

Who will run your business if you can’t? Many small-business owners have not thought about this and it is a valid concern. If you can’t run your business will it continue to provide income for your family? Will your spouse have the authority to sell the business if needed? What if he or she can’t? These are some of the questions you should ask yourself when planning.