Wills & Trusts
 
Estate Planning is concerned with your lifestyle and legacy. Many people believe that estate planning is only for people who are particularly wealthy, have elaborate schemes in mind for passing their money to their heirs, or for people who are acutely ill and contemplating their death. This could not be farther from the truth.

Estate planning is for every husband, wife, mother, father, grandparent, business owner, professional, or anyone else who has someone they care about, are concerned about providing responsibly for their own well being and for the well being of those they love, and for anyone who seeks to make a difference in the lives of others after they're gone. Estate planning is not 'death planning'; it's 'life planning', and an essential and rewarding process for individuals and families who engage in it.

When done properly, estate planning requires that a highly trained individual lead you through one or more in-depth meetings to uncover your hopes, fears, and expectations for yourself and for those who are most important to you. This process almost always requires the preparation of several sophisticated legal documents, but those documents themselves are not 'estate planning.' Planning is a process, represented by a complete strategy that is properly documented and maintained by a professional who has taken the time to get to know you, and who is committed to continuing to serve you.  At The Private Client Law Group we focus on cash flow, retirement, quality of life, and how to protect and apply these concepts with available legal, financial, and insurance tools. We discuss the best way to plan for your life, and how things should work if a disability or death occur.

We listen, learn, and counsel you on your options, then we design and draft custom-designed revocable trusts, powers of attorney, health care documents, property agreements and other documents to protect you, your quality of life, and your loved ones.