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Estate PLanning

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Estate Planning is the road map for what to do when you can no longer make decisions for yourself. Whether it is because you have passed away or become incapacitated for another reason, a good estate plan will help your loved ones understand what your needs and wishes are when you can no longer communicate them. There is no one size fits all approach. Estate Planning can be different things for different people and can range from preparing documentation and beneficiary designations, to complex planning that encompasses taking care of loved ones with disabilities or charitable giving long after you are gone.
Our goal at Copper Wren Law is to take a holistic look at your specific scenario and provide you with what you need to ensure that your loved ones are taken care of, your needs are met, and your wishes are fulfilled. This includes more than planning for what to do when you’ve passed, but also ensures that your assets and wishes are protected should you become unable to care for yourself, or your loved ones.

We begin by assessing your goals and helping you formulate and implement a plan that will ensure those goals are met. Contact us today for a consult and let’s build that map together.