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Happy Family


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I'll be happy to answer any questions you have and to help you create an estate plan that meets your needs.




What is Estate Planning?

Estate planning is the process of planning for the distribution of your assets after you die. It can also include planning for your medical care if you become incapacitated. Estate planning can be complex, but it is important to have a plan in place so that your wishes are carried out after you die.

Who needs an Estate Plan?

Wills and Trust


Estate planning is important for everyone, regardless of age or financial situation. It allows you to ensure that your wishes are carried out after you die, and it can also help to save your loved ones time, stress, and money.

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What is a Will?

A will is a legal document that expresses your wishes for the distribution of your assets after your death. It also names a guardian for your minor children, if any.

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What is a Trust?

A trust is a legal arrangement in which one person, the grantor, gives assets to another person, the trustee, to hold and manage for the benefit of a third person, the beneficiary. Trusts can be used for a variety of purposes, including estate planning, asset protection, and tax planning.


What is your Estate?

Tangible Personal Assets

  • Furniture

  • Jewelry

  • Cars

  • Collectibles

  • Tools

  • Equipment

  • Appliances

  • Home furnishings

  • Personal belongings

Intangible Personal Assets

  • Bank accounts

  • Stocks

  • Bonds

  • Mutual funds

  • Retirement accounts

  • Intellectual property

  • Copyrights

  • Patents

  • Trademarks

  • Business interests

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