ESTATE PLANNING

ESTATE PLANNING is the process through which a person uses various documents and strategies to ensure that their plans for financial assets and health care are faithfully carried out at the time of death or incapacity.

Many people may avoid Estate Planning, thinking it is too complicated, expensive or only for the wealthy.  But once Carl completes your customized plan, you will see that it is a very satisfying and cost effective experience.

Carl will simplify the Estate Planning process for you. Using his knowledge and experience, he will clearly explain the basics you need to understand:

WILLS

TRUSTS

POWERS OF ATTORNEY

LIVING WILLS

Carl can also explain and use various advanced estate planning techniques which you may request or require.