Estate Planning

We help protect what matters most to our clients by designing thoughtful estate plans, including wills, trusts, and powers of attorney.

Estate planning is the process of organizing how your money, property, and responsibilities will be handled

if you become incapacitated or pass away.

It’s not just for the wealthy — it’s for anyone who wants control over:

What Does Estate Planning Include?

Power of Attorney

Lets someone you choose handle:

Financial matters (banking, bills, property) if you become unable to do so.

Healthcare Directive
(Living Will)

Specifies:

Your medical wishes
Who makes healthcare decisions for you

Beneficiary Designations

Some assets pass automatically:

Life insurance
Retirement accounts (401k, IRA)
Payable-on-death bank accounts

These override what’s written in your will.

Will

A last will and testament states:

Who inherits your assets
Who will care for minor children or those with special needs
Who manages your estate (personal representative)

Without a will, state law decides who gets what, and a judge decides who cares for your children and dependents.

Trust

A Trust Can:

Avoid probate (court process after death)
Provide more control over how and when assets are distributed
Reduce estate taxes in some cases
Protect beneficiaries (e.g., minors or those with special needs)

Why Estate Planning Matters

Without a plan:

With a plan:

When Should You Start?

Now.

Estate planning isn’t about age — it’s about responsibility. Major life events make it especially important:

Testimonials

C.R.

My husband unexpectedly passed in a car accident. He did not have a will, leaving me to navigate the probate process while also caring for our two minor children. I’m kicking myself for not having an estate plan in place before my husband passed, as this process would have been much easier.

Catherine was excellent to work with for our estate planning needs. She created our will and trust and made the entire process feel clear and manageable. Her communication was timely and professional, and she was extremely knowledgeable throughout each step. Catherine took the time to walk us through the process, answer our questions, and make sure we understood everything before finalizing. We highly recommend her to anyone looking for estate planning support.

Phil, you have been phenomenal to work with throughout this entire process, and I can confidently say you’ve earned a long-term client. I’ve definitely found my business attorney for many years to come, and I look forward to working with you as we continue to grow.

Thank you again for all of your help throughout this process. Your responsiveness, attention to detail, and practical advice made what could have been a stressful situation go very smoothly. I truly appreciate everything you’ve done and look forward to working with you again in the future.

J.A. & A.A., Husband and Wife

Tamarisk Legal Advisors have been wonderful to work with; one of the best experiences we’ve had working with a professional services firm. They were caring and compassionate, responded quickly whenever we had questions, and were surprisingly affordable.

T.C., Business Owner

I highly recommend Tamarisk due to their decades of real-life experience, caring approach, and wisdom that shines through whenever I need their services.

J.L.C., Attorney

Catherine and Phil are great attorneys who will represent you well. Their strengths complement each other and make them a fantastic legal team. Both bring exceptional legal talent and business knowledge to meet each client’s needs. I recommend them without hesitation.