We help trustees through their very important role as they carry out the original intentions of the trust.
We help guide executors and administrators through the probate process.
Our goal is to help you through the steps needed to ensure that everything is in place while caring for an aging parent.
Your life changes instantly when you have a baby who is completely dependent upon you. Make sure you have a plan in place to make sure they will always be cared for the way you intend.
Many of our clients are business owners. We help them plan how the business will be passed along to the next generation or next owners.
Making sure that your loved one is going to continue to be cared for on a daily basis from trusts, to government benefits and someone who understands the specific daily wants and needs.
When you get married there are several estate planning issues that should be taken care of to ensure benefits and decisions for each of you are addressed according to your wishes.
Whether it is for yourself, a spouse or a family member we help your position your assets to your besta advantage and make sure that all needed ducuments are in place.
When your child goes off to college make sure they have a plan and the documents in place so that if needed, the person of their choice can be their voice.
Every estate plan should have a power of attorney named for financial and medical needs.
How transition assets to your children on a schedule and in a manner you plan in advance.
Everyone needs a will and an attorney will make sure it is done correctly and all your needs and wants are addressed.
Advanced Estate Planning is for individuals and business owners expecting growth in their estate and who want to protect their assets and pass them along in the most efficient way.
Irrevocable Life Insurance Trusts is designed to protect the death benefits on a life insurance policy to protect it from estate taxes.
Asset protection is a topic that concerns many of our clients so that their assets are protected and available when needed and fit their specific goals.
We create a plan to help guide you through a difficult time.
What you need to be prepared in the case of an unexpected critical illness.
After going through a divorce there are estate issues that need to be addressed.
Grantor trusts have no income tax consequences and are a vital part of advanced estate planning. Potentially save huge amounts of estate taxes.
Succession planning for the family farm can be tricky. We put together plans that take care of the farming business and the value of the real estate for generations to come.
Life Insurance can be a valuable asset in your estate planning. We use sophisticated techniques for income tax-free life insurance investments. Ideal for a balanced portfolio.