Wills
- We assist with drafting legally binding wills to ensure your assets are distributed according to your wishes and your loved ones are cared for.
Trusts
- We help establish revocable and irrevocable trusts to manage your assets, avoid probate, and reduce tax burdens while providing for your beneficiaries.
Living Wills (Advance Directives)
- We assist with preparing documents that outline your healthcare preferences and designate a trusted individual to make medical decisions on your behalf.
Durable Power of Attorney
- We help set up financial powers of attorney so a trusted individual can manage your financial affairs if you become unable to do so.
Special Needs Trusts
- We assist with creating trusts designed to provide for loved ones with special needs without affecting their eligibility for government benefits.
Charitable Planning
- We help you plan and establish charitable trusts or other structures to leave a lasting impact while optimizing tax benefits.
Guardianship Planning
- We assist parents with nominating guardians for minor children to ensure their care and well-being in case of unexpected circumstances.
Probate and Estate Administration
- We guide executors and beneficiaries through the probate process to ensure estates are administered efficiently and in compliance with the law.
Trust Administration
- We help trustees navigate their legal responsibilities in managing and distributing trust assets while adhering to fiduciary duties.
Asset Protection Planning
- We assist with developing strategies to protect your wealth from creditors, lawsuits, and other financial risks.
Estate Tax Planning
- We help minimize federal and state estate taxes through personalized plans that preserve more wealth for your loved ones.
Business Succession Planning
- We assist business owners in planning for the smooth transition of business ownership and management to the next generation or key stakeholders.
Pet Trusts
- We help you establish trusts to ensure the ongoing care and financial support of your pets after you’re gone.
Digital Asset Planning
We assist with planning for your digital accounts, cryptocurrencies, and intellectual property, ensuring they are properly managed and accessible to your heirs.