ESTATE PLANNING

ESTATE PLANNING is the process by which a person makes use of various documents and strategies to ensure that their intentions for the handling of their assets and personal health care wishes are carried out at the time of death or incapacity.

Many people tend to 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 satisfying and cost effective experience.

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

WILLS

TRUSTS

POWERS OF ATTORNEY

LIVING WILLS

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