We can help you on your journey.

During your life. Disability, Business, and Special Needs planning, as well as Conservatorships, Probate and Trust Administration.

Revocable Living Trusts

A Revocable Living Trust is the fundamental document used by most people to provide for the distribution of their estates after death. A Living Trust is revocable….learn more about Revocable Living Trusts

Irrevocable Trusts and Advanced Estate Planning Tools

There are many advanced estate planning tools that can be used to help clients minimize taxes, and plan for more complicated estate distributions after death. Some of these tools…learn more about Irrevocable Trusts and Advanced Estate Planning Tools

Probate and Probate Administration

Probate is the court-supervised process of transferring assets of the deceased to the living. This court proceeding is necessary when you die and your home and other assets remain titled in your name. An Executor is…learn more about Probate and Probate Administration

Conservatorships

Conservatorships are the legal proceeding in which the court authorizes someone (the Conservator) to manage health care, legal and financial matters for an adult who cannot do so independently (the Conservatee). Conservatorships are…learn more about Conservatorships

Special Needs

Parents with a child who has special needs have additional estate planning concerns. When you leave an inheritance outright to a child with special needs, he or she owns…learn more about Special Needs

POWERS OF ATTORNEY FOR FINANCIAL AFFAIRS

Who will handle your financial and legal affairs if you cannot? Daily financial obligations, decisions and duties, such as banking, paying bills, investing in retirement plans, and purchasing insurance are all part of our day-to-day lives. You may…learn more about Powers of Attorney for Financial Affair