~ Please share a little about yourself, your biggest estate planning concern, and how we can help ~

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What are your goals and concerns about your estate plan? Select as many as apply.

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Desire to get affairs in order and create a comprehensive plan to manage affairs in case of death or disability
Providing for and protecting children
Providing for and protecting grandchildren
Disinheriting a family member
Protecting privacy in case of disability or death from business competitors, predators, dishonest people, and curiosity seekers
Providing to charities
Plan for the transfer and survival of family business
Avoiding or reducing your estate taxes
Avoiding probate
Reduce administrative costs at time of death
Avoiding a conservatorship ("living probate") in case of disability.
Avoiding will contests or other disputes
Protecting assets from lawsuits or creditors
Plan for a child with disabilities or special needs, such as medical or learning disabilities.
Protecting children's inheritance from the possibility of failed marriages
Provide that your death shall not be unnecessarily prolonged by artificial means or measures
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What other goals or concerns you have about your estate plan.

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