Estate and Tax Planning

Helping clients establish or update an estate plan involves more that creating a will or a living trust. Planning for possible incapacity as well as distribution of our assets after death is an important step. Having a Durable Power of Attorney and Advance Health Care Directive will prove invaluable in the event of your incapacity by designating others to have authorization to manage your personal and financial assets and deal with decisions about your medical care is important to avoid to a costly and time-consuming conservatorship.

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