It is what we do
Estate Planning for your family’s futureWhat We Do
Defining goals, methods & success together
Estate planning is the preparation of documents, tasks, and deliverables to manage an estate in the event of incapacitation or death. Proper estate planning ensures your loved ones and heirs will be taken care of, and the execution of your designations will be fulfilled appropriately.
We work with accountants and financial planners to provide a well-rounded approach to limiting estate taxes, creating trusts, and making charitable donations.
Health Care Proxy
Appointment of an agent to legally make healthcare decisions on behalf of the patient.
Power of Attorney
A written authorization to represent or act on another’s behalf in private affairs, business, or other legal matters.
Last Will and Testament
A clear instruction of your wishes and execution of the estate.
Trust
A legal relationship in which the legal title to property is entrusted to a person or entity with a fiduciary duty to hold and use it for another’s benefit.
How can we help you?
Estate planning does not have to be expensive or intimidating. Ms. Razzano and her team will work with you to understand your estate and how you wish to manage your estate to your heirs properly.
Contact us to schedule a consultation and understand how to create an estate plan simply and quickly.