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Too often, estate planners provide extensive plans that cannot be carried out without expensive undertaking in both the setup costs and in annual maintenance fees.
Your Estate Planning should be as simple as possible while still effectively handling all your needs. No two situations are alike, and we customize every estate plan to suit the needs of our clients. Listening to you and understanding your needs are the first steps to developing a plan that is not burdensome and carries out your wishes.
Planning for the inevitable is not only practical, responsible, and cost-effective, it can bring peace of mind. Knowing that you and your assets are protected can let you focus on the more important things in life, like your children, your business, and your retirement.
From Living Wills to Power of Attorney to Trusts, Egbert & Barnes will take the uncertainty out of your financial and legal future. Protect your assets and your loved ones with the knowledge that seasoned estate planners can bring.
We provide Estate Counseling on the following:
In Estate Planning, a little investment now can mean huge returns later. This includes not only the enormous financial benefits of establishing a will or a trust, but also the emotional returns of knowing your legal and medical needs can continue to be met now and in the future.