Purposed Consulting | ESTATE PLANNING
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ESTATE PLANNING

Our estate planning services has two primary components, education and planning.  Most people believe estate planning is only for the wealthy because they do not realize that all of us have an estate.  
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Our first objective in our estate planning process is to educate our clients on what is included in an estate, pretty much everything we own, We then help them understand that the need for estate planning services is not based on the value of the estate, but rather that you have assets, money and/or property, and preferred care and treatment that you would like to be handled in a particular manner while you are living and after you pass away.  

 

Estate planning services include all these activities, not just one:
  • Wills
  • Trust
  • Powers of Attorney (Durable & Medical, DNRs)