Estate Planning

Our estate planning practice focuses on assisting clients in establishing clear and personalized estate plans that enable them to feel confident that their family legacy and wishes will be protected. More than 50% of adults today do not have a Will, Trust or any other form of estate planning in place, potentially leaving their families and friends tied to the rules of state laws and the courts. David and Megan are experienced, and can assist you with Advanced Health Directives, Durable Power of Attorney, or planning to avoid probate or mitigate estate taxes. Whether you are a young family wanting to protect your minor children, a retiree wanting to pass on a lifetime of work and memories, or anyone in between, David and Megan will work with you to create an individualized plan that will best suit your needs and estate planning goals.

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