We offer our clients will packages that include power of attorney for property, power of attorney for personal care and health care directives.
We encourage our clients to consider the need for a will, particularly following a life cycle event such as marriage, childbirth, separation, and/or divorce.
Advanced planning for life events can help lessen the stress and burden on family members during difficult times and ensure an individual’s wishes are carried out.
Where we determine that a client, particularly one with a complex business structure or a significant estate would benefit and be better suited to working with an estate planning specialist or tax specialist, we provide a complimentary referral service to leading practitioners in those areas.