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Aerial Photo of a Real Estate

What is an "Estate"?

Before diving into the details of estate planning, it is important to first understand the basic question, what is an estate? A common misconception is that the word estate is singular in its usage, and that it only includes property or things somebody owns at the time of their death.

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What is a Will?

A Will, more formally referred to as a Last Will & Testament, is an estate planning tool which enables you to make certain decisions regarding what happens to your property when you pass away, who is entitled to inherit from your estate and to name who should be responsible for your dependents.

Living Trusts and Estate Planning docume

What is a Trust?

At its core, a Trust is an estate planning tool that allows you to transfer your assets out of your name during your lifetime, and into the Trust where it will be managed and maintained pursuant to your wishes during your life, and beyond.

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What is a Power of Attorney?

A Power of Attorney is written authorization for one person to make decisions on behalf of someone else. Give us a call today for help preparing Powers of Attorney appropriate for your needs and situation!

Living Trusts and Estate Planning docume

Types of Trusts: One Size Does NOT Fit All

There are multiple types of trusts that can be implemented based on your needs and wishes. Give us a call today to discuss how a properly formed trust can work with your estate plan and give your family peace of mind!


Holistic Estate Planning

Estate Planning is a team sport. Give us a call today to discuss how we can partner with you and your financial advisor to create a customized estate plan for you and your loved ones!

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What if I die without an estate plan?

In the world of Estate Planning, Intestacy is a dirty word. Give us a call today to make sure your loved ones will be taken care of when you're not able to anymore!

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