Important personal and estate planning documents may include:

  • Last Will and Testament

  • Revocable or Irrevocable Trusts

  • General Durable Power of Attorney (Financial)

  • Advance Health Care Directive

        (Living Will & Health Care Power of Attorney)

Our Approach to Estate Planning

Every individual is different.  Our firm believes in a customized, tailored approach to planning for now and the future.  We will ask you to complete a questionnaire to help us identify areas that require special attention in your planning. We also believe that each individual can benefit from estate planning, whether you are married or single, have adult or minor children or no children, just starting your career or enjoying retirement. We will prepare the necessary estate planning documents for your particular needs at your stage in life.

Customized Planning, Practical Solutions

Regardless of the size of your personal estate or the size of your family, it is important to consider planning in order to avoid unnecessary difficulties and legal expenses for family members and loved ones. Planning now helps to ensure that your wishes are carried out later, as you desire.

Over time, your planning goals may evolve and you may wish to periodically update your estate planning documents. You can decide to revoke or amend your documents at any time.  We are more than happy to revise and update your documents based on your wishes.

Estate Planning

At The Salley Firm, Estate Planning is at the core of what we do. We believe that it is important to develop a thorough view of your personal planning goals. By taking a comprehensive look at specific needs and wishes, family dynamics, community interests, and business endeavors, we help individuals and families with their personal and estate planning - with a plan for the future. We value the opportunity to educate you about proactive planning and legacy building.  It should be noted that a good estate plan will include planning for the duration of your life as well as your intended beneficiaries.