Estate Planning

You work hard to care for others and to take care of yourself. When you are not able to do so, who will? How will they? How can you protect and provide for those you care for, yourself and causes you value? How can you be best assured of the implementation of your plans in a timely and cost efficient manner? What needs to be done after incapacity or death when implementing the plan? Learn about Powers of Attorney, Health Care Directives, Wills, Trusts and related advanced planning tools. Understand what exposure your estate has to taxes, long term nursing care costs, other liabilities or expenses and how to minimize that exposure. Questions are encouraged and individually addressed where possible.