Estate Planning

Do you have a Will?  My Estate Planning page provides a brief overview of various estate planning instruments as well as some considerations for why it is important to have a will.

Have you done estate planning in the past?  It is a good idea to review your estate plan from time to time in view of possible changes in your financial holdings and value, in your family and estate, and in applicable tax, probate, and other laws.

If you would like more information please contact me or call my office to schedule an appointment.