Estate Planning
Estate planning is the process of anticipating and arranging for the management and disposal of a person's estate during the person's life in preparation for a person's future incapacity or death.
Legacy Planning: Trusts, Wills and Powers of Attorney
Protecting Minors
Business Succession
Gift & Estate Tax Planning
Special Needs Planning
FAQs
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The first thing you need to do is reach out to us whether that’s on our website, calling our office or emailing our client relations coordinator. Contact us in whatever way feels comfortable to you and we can schedule an initial meeting with one of our attorneys!
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The initial estate planning meeting is FREE! This meeting is strictly for you to ask your questions and for our attorneys to get to know you better so they have an understanding on how to best serve you in the direction you want to go.
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Our entire estate planning process takes 2 to 4 weeks. After your initial meeting we will schedule you to come in to review and sign your documents. You will leave that day with a set of originals and will be delivered a physical and digital copy of your documents two weeks later.
Schedule an initial estate planning appointment.
Are you looking to establish an estate plan for yourself or a loved one? Schedule an initial appointment with Kathie Opel or Erica Bash!
This initial appointment is completely free and is a way for you to ask your questions and air your concerns so that our attorneys understand your circumstances so they can best serve you in leaving the legacy you want.