Estate planning


  • Discuss the goal of your estate
  • Draw a roadmap
  • Work with an estate attorney to draft a living trust that also includes the following:
  • Power of attorney
  • Healthcare proxy
  • Living will
  • Utilize Irrevocable life insurance trusts
  • Discuss potential estate taxes
  • Talk about guardians for minor children
  • Charitable gifting
  • Cost per hour


Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life, in the event the person becomes incapacitated and after death.  Attorney will draft the legal documents.


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