Your situtation is unique, and your estate plan should be too. We're here to help you prepare for what lies ahead - protecting what matters most and making sure your wishes are respected.
By working closely with your financial, tax, and other trusted advisors, we create a customized plan tailored to your life and goals. Together, we'll help provide peace of mind for you and your loved ones.
Our estate planning services include:
Wills
Ensuring your assets are distributed according to your wishes.
Trusts
Creating revocable or irreovocable trusts for asset protection, tax planning, and wealth preservation.
Healthcare Directives
Establishing your medical care preferences in case of incapacity.
Powers of Attorney
Designating trusted individuals to manage financial and legal matters on your behalf.
Transfer on Death Deeds
Simplifying the transfer of real estate while avoiding probate.
Life Estate Deeds
Providing a structured way to transfer property while retaining lifetime rights.
Gift Planning
Implementing strategies to transfer wealth efficiently and minimize tax burdens.
Medicaid Planning
Helping clients prepare for healthcare costs while protecting their assets.
Federal and State Estate Tax Planning
Developing strategies to reduce potential tax liabilities for your heirs.
Guardianships/Conservatorships
Establishing guardianships and conservatorships for minors and incapacitated adults.