Estate Planning

You’ve worked hard to build a good life for your family. As you look toward the future, you need to take action to ensure the continued care of your loved ones in the event of your death or capacity. Depending on your personal circumstances, a simple will may not adequately protect your heirs. Sometimes you may need more comprehensive estate planning to ensure your wishes are carried out properly.

A complex estate may include trust funds, business and business assets, real property, life insurance policies, retirement plans, pending inheritances and other gifts, financial resources, and other assets and properties to be distributed to your chosen beneficiaries. Ms. Long can help ensure that your estate plan will be distributed according to your wishes with minimal interference or delay.

Ms. Long assists clients in preparing for aging, illness, and incapacity by aiding in the decision-making process regarding medical care and financial matters should you become unable to do so independently.