Estate Planning
A comprehensive estate plan is the best way to ensure that your loved ones are cared for in difficult times. Our goal is to provide you with well-deserved peace of mind by combining our legal expertise and our genuine appreciation for your needs to protect what matters most. We work closely with every client to draft a customized plan that addresses their specific needs, desires, and concerns.
One of the things that sets us apart from other firms is our estate planning process. Our process ensures that we take the time to get to know you, listen to your concerns, understand your needs, and make recommendations based on what best suits your family.
Each time we interact with each client, our goal is to move one step closer toward completing your estate plan. We want to ensure that the process is as easy and painless as possible. We explain and guide you through each step and by the end of the process, have a completed product to show for it.
Our Estate Services include:
- Wills
- Revocable Living Trusts
- Special Needs Trusts
- Retirement Trusts
- Separate Property Trusts
- Children's Lifetime Trusts
- Life Insurance Trusts
- Irrevocable Trusts
- Personal Property Memorandum
- Funding Trusts
- Living Wills
- Advanced Directives
- HIPAA Releases
- Financial Power of Attorney
- Declaration of Guardian for Minor Children
- Trust Transfer Deed
- Premarital Agreements
- Marital Agreements
- Trust Administration
- Probate
- Asset Protection Planning
- Business Entity Advising and Formation
- Limited Liability Companies (LLCs)
- Limited Partnerships
- Corporations
- Nonprofit Organizations
- Bylaws and Operating Agreements
- Buy/Sell Agreements
- Annual Minutes/Board Resolutions
- Succession Planning for Business Owners
To get started with your Estate Planning, CONTACT US today to schedule a consultation.
