Estate Planning

  • Review wills, trusts and durable powers of attorney to ensure your estate planning documents are in place and meet your wishes
  • Review beneficiary designations of retirement plans to provide the optimum transfer of assets
  • Review documents for adequate treatment of incapacity planning.
  • Develop or review strategies for asset protection with your attorneys.

For more information on how we can help you with securing a comfortable and satisfying retirement, contact us today for a free consultation.