Estate Planning

Thoughtful Planning for Every Stage of Life

Patient release of information form with HIPAA regulations documents. Forms and/or labels are ficititious and created by photographer.
Estate Plan, Living Will, and Healthcare Power of Attorney documents

Planning for Your Legacy

When it comes to distributing your assets, estate planning is about making sure your intentions are honored.

  • Wills formalize your wishes and outline how your property should be transferred after death
  • Trusts offer a more flexible approach allowing you to:
    • Centralize assets during life for easier management
    • Avoid probate and streamline the transfer of wealth
    • Establish thoughtful guidelines for how and when family members inherit

Trusts can be especially powerful for families who want to preserve values, manage timing, and ensure responsible stewardship of assets across generations.

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Estate planning isn’t just for the wealthy—it’s for every adult who wants their wishes respected and their loved ones protected. At The Planning Practice, David and his team bring together the precision of a Certified Public Accountant and the insight of an experienced attorney to craft estate plans rooted in each client’s unique goals.
Whether you’re a young adult starting out or a seasoned professional organizing your legacy, David and his team work closely with you to build a plan that aligns with your values—protecting your interests today and guiding your family tomorrow.

Planning for Life, Not Just for Death
Estate planning begins with empowering documents that support your wellbeing while you’re living. These include:

  • Advance Medical Directives – Designate someone to make medical decisions if you’re unable
  • HIPAA Releases – Ensure your trusted contacts have access to critical health information
  • General Durable Powers of Attorney – Appoint someone to manage financial matters if you’re incapacitated

These tools provide peace of mind, helping your loved ones act with clarity and legal authority during life’s unexpected turns.

A Personal Approach to a Personal Process

David and his team take the time to understand what matters most to you—then explains your options with honesty, clarity, and care. His planning process isn’t just about legal documents; it’s about conversations, insights, and tailored strategies that reflect your wishes in every detail.

Whether you’re building your first estate plan or refining one for changing circumstances, The Planning Practice is here to guide you with compassion and confidence.