Our Services

What We Do

Comprehensive Estate Planning

Revocable Living Trusts
Powers of Attorney
Advance Health Care Directives
Last Wills and Testaments
Special Needs Trusts
Irrevocable Special-Use Trusts
Business Succession Planning
Asset Protection Entities
Non-Citizen Estate Planning

Our Client Care Program Benefits:

Regular Check-Ins: Scheduled reviews and check-ins to ensure your estate plan evolves with your changing circumstances and priorities.


Educational Resources: Access to valuable resources that empower you to understand the intricacies of estate planning, allowing you to make informed decisions for your legacy.


Family Meetings: Facilitated family meetings to discuss and document your values, ensuring that your legacy plan aligns with the collective vision of your loved ones.


Legacy Workshops: Periodic workshops focused on passing down wisdom, knowledge, and values to future generations, creating a lasting impact beyond material possessions.