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.