Core Plus Planning is designed to give clients the right balance between creating an estate plan that covers what’s essential without adding unnecessary complexity or cost.

The “Core” includes key documents like a Power of Attorney, Health Care Proxy, HIPAA Authorizations, and a basic Will or Trust. From there, we add only what makes sense for each client, whether that’s an LLC, a life insurance trust, or another tool to meet their goals.

Too often, estate plans are made more complicated than they need to be. Core Plus Planning keeps the focus on what matters most: a clear, tailored, and cost-effective plan that fits each client’s needs.