Estate Planning

While you are living you have control of how you would like to transfer your wealth and property to you loved ones.   However, that takes some careful consideration and planning.  

Let one of our financial planners work together with you and our highly skilled and independent Estate Planning Attorney, Patrick Scobie to make sure you have up-to-date:

• Wills and Trusts
• Durable Power of Attorney
• Medical or Healthcare Power of Attorney
• Living Wills and Advance Directives for Medical Decisions
• Beneficiary Designations