Plan for What You’ve Built. Prepare for What Comes Next.

Estate planning is about more than preparing documents. It’s about making decisions for your family, your property, your business interests, and the people who matter to you.

At Sullivan Evans Goenawein, we help individuals and families create estate plans that reflect their lives today—and consider how those plans may be affected by what comes next.

What Should an Estate Plan Include?

Every estate plan is different, but depending on your circumstances, your plan may include:

• Wills
• Trusts
• Powers of Attorney
• Medical Powers of Attorney and Advance Directives
• Beneficiary planning
• Guardianship considerations
• Business succession considerations
• Planning for blended families and second marriages
• Coordination of property and ownership interests

Your Life Changes. Your Estate Plan May Need to Change With It.

You get married.
How does that affect the estate plan you already have?
You remarry.
How do you provide for your spouse while protecting what you intend to leave your children?
You start or acquire a business.
Does your estate plan align with your ownership and succession plans?
Your family grows.
Are your guardians, beneficiaries, and decision-makers still the people you would choose today?
Your wealth becomes more complex.
Do your estate planning documents, property ownership, business interests, and beneficiary designations still work together?

Estate Planning Is Rarely Just About Estate Planning

Some firms may look at an estate plan as a collection of documents. At Sullivan Evans, we recognize that those documents exist within a much larger legal and personal picture.

Our attorneys work across estate planning, probate, family law, business matters, and property issues. That broader experience can be particularly valuable when an estate involves a closely held business, a second marriage, separate and community property, real estate, complex beneficiaries, or the possibility of future probate or fiduciary disputes.

Business, family, and estate decisions rarely happen in isolation. We help you understand how one decision can affect everything else.

A marriage can change an estate plan. A divorce can affect beneficiary decisions. A closely held business can raise succession questions. A second marriage may require balancing a spouse’s needs with the inheritance you want to leave your children.

That is why we look beyond individual documents to understand the larger picture, where life and law intersect, and how it affects the legacy you leave behind.

When the Legal Problem Doesn’t Fit Neatly Into One Box, Call Us.

Sullivan Evans Goenawein-Where Life and Law Intersect.

Schedule a Complimentary Consultation*

*All initial consultations are complimentary except for Family Law, which has an initial consultation fee. Contact us for more information.