Estate Planning

Single, No Children

Even without dependents, your estate plan matters. With a plan, you can leave a legacy by donating to charities or organizations that matter to you. We provide essential tools such as trust, wills, healthcare directives, and powers of attorney to ensure your assets go where you choose and your medical and financial decisions are in trusted hands if you can’t speak for yourself.

Married, No Children

We help couples simplify future decisions and avoid the complications of probate. With joint revocable living trusts, wills, and coordinated healthcare and financial powers of attorney, your assets remain protected and your wishes are clear.

You may think estate planning can wait—but even without children, you and your spouse have a lot to protect. Protect each other–If something happens to one of you, who has legal authority to make medical or financial decisions? Without proper documents, your spouse may face delays or legal obstacles during an already stressful time. Without a will or trust, your estate could be tied up in court—even between spouses. Proper planning can streamline the process and reduce legal costs. With no children, you have the freedom to shape your legacy—whether that’s caring for extended family, supporting friends, or leaving a charitable impact.

Married with Children

For growing families, protecting your children is a priority. We offer comprehensive estate plans that may include sub-trusts for your children, allowing you to control how and when they receive their inheritance. You can safeguard their future, provide financial stability, and ensure your assets are handled responsibly.

You’re building a life together, raising children, and planning for the future—but have you protected your family if the unexpected happens? Who would raise your children if something happened to both of you? Naming a legal guardian in your will ensures your kids are cared for by someone you trust—not chosen by a court. A well-crafted estate plan ensures your assets go to your spouse and children with minimal delays or legal costs. It also gives you the ability of keeping Control Over Who Gets What—and When.

Blended Families and Complex Family Dynamics

In a blended family, love brings you together—but the law doesn’t always see it that way. Without an estate plan, the people you care most about could be unintentionally left out. By default, state laws may favor your current spouse or biological children—but not both. An estate plan helps you provide for everyone fairly and intentionally. Blended families often face complex dynamics. Clear, legally binding instructions help prevent misunderstandings, disputes, and painful divisions after you’re gone. Did you know that stepchildren usually have no legal right to inherit from you without a will or trust? Estate planning lets you include them, your way.

Flexible Plans for Every Budget

We understand that everyone’s needs and resources are different. That’s why we offer a variety of estate planning options—from straightforward wills to advanced trust-based packages—to fit your goals and your budget.

Your Legacy, Protected with Care