Estate Planning, Done With Care
Comprehensive and Thoughtful Protection Designed For Your Family
Will-Based Plan
A Will-Based Estate Plan will lay out your final wishes regarding the distribution of your assets and the payment of taxes and expenses. It will serve as guidance for the probate court proceedings.
- Last Will & Testament
- Advanced Healthcare Directives
- Designation of Long and Short Term Guardian
- HIPAA Authorization
- Final Disposition Wishes
- Durable Power of Attorney
- Signing Ceremony
- Will Plan Binder
- Digital Backup
Trust-Based Plan
A Trust-Based Estate Plan avoids probate proceedings, guarantees your assets will pass seamlessly to your beneficiaries, and ensures your minor children will be cared by someone you trust.
- Revocable Living Trust
- Pour-Over Will
- Assignment of Personal Property
- Minor Children Protection
- Designation of Long and Short Term Guardian
- Durable Power of Attorney
- Advanced Healthcare Directives
- HIPAA Authorization
- Final Disposition Wishes
- Trust Funding Instructions
- Signing Ceremony
- Estate Plan Binder
- Digital Backup
Generational Wealth-Based Plan
Sophisticated solutions to preserve wealth for future generations and provide the full spectrum of protection for your legacy.
- Irrevocable Trust
- Pour-Over Will
- Assignment of Personal Property
- Advanced Healthcare Directives
- Designation of Long and Short-Term Guardian
- Designation of Professional Trustee
- HIPAA Authorization
- Final Disposition Wishes
- Durable Power of Attorney
- Trust Funding Instructions
- Long-Term Tax Planning
- Signing Ceremony
- Wealth Protection Binder
- Digital Backup
If you already have a Estate Plan in place, Congratulations! We can review it to ensure you are truly protected.
Contact us for a consultation!Business Transactions, Done With Precision
Business-Minded Expertise to Protect and Support Growth
Corporate Contracts
- Crafted Language
- Skilled Negotiations
- Business Agreements
- Settlement of Disputes
General Counsel
- Overview of Legal Matters
- Pre-Litigation Advisement
- Legal Support for In-House Team
- Qualified Registered Agent
- Fractional Counsel
Regulatory Compliance
- Federal, State, and Local Agencies
- Licensing Process
- Continued Legislation Adherence
- Public Entity Dealings