Estate Planning
Contact us to learn more about our services and fee structures.
Last Will and Testament
A Last Will and Testament is a foundational estate planning document that allows an individual to specify how their assets, property, and personal affairs should be handled after their passing. Through a will, you can designate beneficiaries, appoint an executor to manage your estate, and name guardians for minor children. Properly drafted, a will helps minimize disputes, ensures your wishes are clearly honored, and provides peace of mind for you and your loved ones. Matthew guides clients through each step of the process, creating customized wills that reflect their unique circumstances and long-term goals.
Power of Attorney
A Power of Attorney allows you to appoint someone you trust to make financial or legal decisions on your behalf if you’re unable to do so. Matthew helps you put clear, legally sound documents in place to protect your interests and ensure your affairs are handled according to your wishes.
Health Care Proxy, Living Will, and HIPAA Release
Health Care Proxy, Living Will, and HIPAA Release documents allow you to plan for medical decisions if you’re unable to speak for yourself. You can appoint someone you trust to make healthcare decisions, outline your treatment preferences, and authorize access to your medical information. Matthew helps you create clear, legally sound documents so your wishes are respected and your loved ones are supported.
Revocable Trust
A Revocable Trust allows you to manage your assets during your lifetime and control how they are distributed after your death, often avoiding probate. It can be changed or revoked at any time and provides flexibility, privacy, and continuity in managing your assets and estate. Matthew helps you create a trust tailored to your goals and ensure it’s properly set up and funded.
Irrevocable Trust
An Irrevocable Trust is similar to a revocable trust, however, these tend to offer added asset protection and potential tax benefits. Once created, it generally cannot be easily changed, allowing you to transfer assets out of your estate for long-term planning. Matthew helps you determine whether an irrevocable trust fits your goals and, if so, ensure it’s properly structured and funded.
Business Succession Planning
Business Succession Planning helps ensure a smooth transition of ownership and management for family businesses, professional practices, and investments. Matthew works with you to develop a clear plan that protects your legacy, minimizes disruption, and supports long-term continuity.