Our Estate Planning Services

At our initial consultation, we conduct a thorough review of your assets and existing estate plan. We then tailor a strategy that fits the size of your estate and your objectives. Whether you aim to leave a legacy for your heirs or support charitable causes, we guide you through the process with clarity and care.

We offer a comprehensive range of estate planning services, including:

• Wills & Trusts: From simple wills to complex trusts, we help you decide the best tools for asset distribution.
• Powers of Attorney: Ensure your financial and medical affairs are managed by someone you trust in the event of incapacity.
• Healthcare Directives: Set forth your medical treatment preferences and appoint someone to make decisions on your behalf.
• Elder Law Services: Focusing on services for retirees, including Medicaid planning and asset protection.
• Advanced Planning: For larger estates, we offer sophisticated strategies to minimize tax burdens and protect assets.
  

The Estate Planning Process

01

Conduct a complete inventory of your estate.

02

Analyze any existing estate plans.

03

Develop a personalized plan based on your goals.

Because Your Family Deserves the Best Protection.