Estate Planning
Estate Planning
At the Law Office of Shannon O’Rourke, our Estate Planning practice is dedicated to helping individuals and families protect what matters most. We provide personalized, thoughtful guidance to ensure your wishes are clearly documented and your loved ones are cared for — no matter what the future holds. Whether you’re planning for the first time or updating an existing estate plan, our team works closely with you to create customized solutions that reflect your goals, values, and unique family dynamics.
Trust Us With All of Your Estate Planning Needs
Our estate planning services include:
Wills & Revocable Living Trusts – Drafting legally sound documents that outline how your assets should be distributed and managed.
Powers of Attorney, Living Wills & Advance Directives – Preparing financial and healthcare directives that appoint trusted individuals to act on your behalf and document your medical care preferences, ensuring your wishes are honored if you become unable to make decisions.
Sophisticated Trust Planning – Designing advanced estate planning strategies, including Grantor Retained Annuity Trusts (GRATs), Qualified Personal Residence Trusts (QPRTs), and Irrevocable Life Insurance Trusts (ILITs), to help preserve wealth, reduce estate taxes, and achieve long-term legacy goals.
Asset Protection Planning – Developing strategic plans to help safeguard your assets from potential creditors while preserving wealth and supporting your long-term financial and estate planning goals.
Charitable Planning – Creating customized charitable giving plans that reflect your philanthropic goals while helping preserve wealth for both your beneficiaries and the organizations you support.
We take pride in making the estate planning process approachable and efficient — giving you peace of mind that your legacy is secure.
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