Planning for the “What Ifs” in life

Your estate plan should reflect your values and priorities.  When we meet, we will talk about what is important to you. Whether you have minor children to care for, health concerns, or causes and organizations you want to support, your estate plan will be tailored to you. 


Components of an estate plan

  • Appointment of Guardians for minors

  • Revocable Trusts

  • Advanced Directives & Living Wills

  • Last Will & Testament

  • General Durable Power of Attorney

  • Healthcare Proxy and HIPPA Release

Thank you so much Anna. That was absolutely painless!
— Beth C.