Business Succession & Estate Planning

Personal Estate Planning

Whether or not you’re a business owner, having a personalized estate plan in place ensures that the individuals you choose, whether your spouse, children, grandchildren or other family members and friends, are taken care of according to your wishes when the unexpected occurs. It also helps minimize the costs to those individuals and ensures a smooth and predictable process when you are not around. Penwell Bowman + Curran can assist in developing your personalized plan to manage, accumulate and eventually transfer your wealth to the individuals you choose. We most often prepare wills and trusts, living wills (healthcare directives), and financial and healthcare powers of attorney as part of our estate planning services. However, if you already have existing estate planning documents in place, we can review them to ensure they align with your current wishes.

Give us a call today to start your personal estate planning or business succession planning. We will sit down with you to fully understand your situation, concerns, needs and goals and work with you to develop a plan that meets your objectives and assure that you fully understand your plan.