Core Estate Plans

Core Estate Plans combine multiple documents into a complete estate planning solution at the lowest cost. We offer 6 types of Core Estate Plans. One of them is right for you.

Estate Planning Guide

Take a look at our comprehensive Estate Planning Guide. This provides an overview of the most common estate planning options.

Estate Planning Worksheet

Please complete the Estate Planning Worksheet below to prepare information for your estate plan. We will review this worksheet with you during our consultation.

Planning for Parents with Young Children

Learn why estate planning is crucial for parents of young children, covering guardianship, trusts, and ensuring their financial security, no matter what happens.

Estate Planning for Blended Families

Explore the complexities of protecting stepchildren, balancing interests between spouses, and ensuring your wishes are clear for everyone in your combined family structure.

Planning for Persons with Disabilities

Learn how to use Special Needs Trusts and other crucial tools to protect assets, provide lifelong care, and ensure the person with a disability keeps essential government benefits.

Estate Planning for Pre-Marriage

Discover essential pre-marital estate planning steps, including updating beneficiaries, and understanding if a prenuptial agreement is right for your unique situation.

Estate Planning for Pet Owners

Discover how to create a Pet Trust to designate a loving caregiver and provide funds for your pet’s food, vet bills, and comfort after you’re gone.

Estate Planning for Long-Term Care

Learn advanced estate planning strategies, like irrevocable trusts and Medicaid planning, to safeguard your savings while ensuring you qualify for long-term care assistance.

Estate Planning for Business Owners

Find out how estate planning is crucial for business owners to ensure a smooth succession plan and maximize the transferrable value of your company upon your death.

Estate Planning for Real Estate

Discover how to transfer property efficiently, avoid probate, and minimize capital gains tax when passing on primary residences, rental units, or vacation homes to your heirs.

Estate Planning for Asset Protection

Learn how to use an Asset Protection Trust to shield your personal wealth from judgment creditors while still giving the trustee discretion to distribute assets to the trust owner.