Interested in Estate Planning? Take the first step by completing your Peace of Mind Strategy Session Form.

At Rickard & Associates, we believe estate planning is essential to protect your future, your family and your finances. We meet with clients to tailor agreements specifically to their wishes and their situation. We help our clients plan for elder years, protect wealth from excessive taxation, prepare for end-of-life care, and represent families during probate and trust administration. We help them determine what documents they need and we competently and thoughtfully prepare:

  • Wills and Trusts
  • Financial Powers of Attorney
  • Medical Powers of Attorney
  • Succession planning  
  • Guardianships
  • Personal property memorandums
  • Deeds
  • And more…

We also help our clients with trust administration, probate, and estate litigation. If you need an estate plan, contact us today.