Family Focused Estate Planning
Protecting And Preserving Relationships and Wealth With Hand Crafted Estate Plans
Estate Planning Services
Last Will & Testament
Protect your loved ones and ensure your final wishes are honored with a personalized Last Will and Testament. Creating a legally binding, comprehensive, and clearly stated plan reduces the potential for conflict and protects your beneficiaries, your estate, and your legacy.
Probate Services
Protect yourself and your family from creditors, unnecessary expenses, delays, and family conflicts by ensuring that your loved one’s estate is properly administered. We can take the stress and complexity out of Probate by guiding you through the process and helping you make the right decisions and avoid the common pitfalls.
Revocable Living Trust
Control your assets now and ensure a smooth, private transfer to your beneficiaries with a Revocable Living Trust. With a Revocable Living Trust you can create customized and flexible plan that avoids the time and expense of probate, safeguards your family’s privacy, and leaves your loved ones with a legacy of caring.
Estate Administration Services
Small Estate Administration
Settling a Small Estate should not be a lengthy or complex process. Let us help you reduce potential liabilities and save time and money by guiding you through the process efficiently.
Powers of Attorney
Protect your personal, financial, and healthcare decisions with powers of attorney that ensure your wishes are honored if you cannot act for yourself. Protect yourself by creating clearly stated and personalized documents that give the people you trust authority to act on your behalf only when you want them to.
Trust Administration
Trust Administration is the process of collecting, managing, and distributing the assets within a trust according to the terms set forth in the trust document. Professional oversight of your family trust can help you navigate complex financial and tax issues and minimize the potential for family disputes and costly mistakes.