Estate & Incapacity Planning

Estate & Incapacity Planning : We educate and counsel clients about the options for passing on their property at death, avoiding the court process called probate, and the importance of having documents in place that provide a management system in the event the client becomes physically or mentally incapacitated. These documents may include but are not limited to:



– Durable Power of Attorney
– Designation of Healthcare Surrogate
– Living Will
– Last Will & Testament, etc.