In addition to wills and trusts, there are a number of other important documents you should have in place.
Some of the many documents we can prepare for you are:
Families can be complicated. So too family finances. An estate plan can help. For example, are you concerned about a minor or adult child? Or, do you want to provide for children from a prior marriage? In either of these or many other cases, a trust may be appropriate. Perhaps you and your spouse are contemplating moving into assisted living? What if you become incapacitated? There are many situations that require advanced planning to best provide for and assist the loved ones we leave behind.
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