Estate Planning

Estate planning is about more than protecting assets for your family. There are many decisions that if made with care, have a positive impact for you as well. At Schlegel Caplan we work with clients to create a comprehensive plan that includes a living will, durable power of attorney, a will, a pre-need guardian designation, a healthcare surrogate power of attorney as well as a HIPPA disclosure and release.

Our clients have peace of mind because they have minimized future estate taxes and assured their estate will stay in the family. Family assets and personal mementos will be distributed according to their wishes and they have retained the ability to make important choices regarding healthcare.

Proper planning takes less time than you’d expect and is an investment in the rewards of your life. Please call us today to discover how we can help you and your family.

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