Simple Wills

A will is a legal document that identifies someone to manage the disposition of your estate and provides for the transfer of your property after you die.

Medical Directives

An Advance Medical Directive is a document containing the name of a person to make decisions for you when you are unable to do so.

Powers of Attorney

A power of attorney is a formal document that authorizes your “agent” to legally act on your behalf in specified or all legal or financial matters

Trusts

Trusts can be an important part of estate planning. A trust is essentially a written legal agreement between three entities.

Serving the Military and First Responder Communities

  • A goal without a plan is just a wish.–Antoine de Saint-Exupery

  • Unless commitment is made, there are only promises and hopes…but no plans.–Peter F. Drucker

  • By failing to prepare, you are preparing to fail.–Benjamin Franklin

  • If you don’t know where you’re going, how will you know when you get there?–Unknown

  • Planning is worrying based on facts.–Bangambiki Habyarimana

  • You can’t plow a field simply by turning it over in your mind.–Gordon B. Hinckley