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 various assets as well as their personal health care wishes are carried out at the time or 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 can be one of the most rewarding, satisfying and cost effective experiences imaginable.  Carl will put your mind at ease.


Carl is happy to do whatever it takes to demystify the Estate Planning process for you.  Using his extensive knowledge and experience, he will clearly explain the basics you need to understand, including:


WILLS

TRUSTS

POWERS OF ATTORNEY

LIVING WILLS


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