Estate Planning
Estate planning is not a one-size-fits-all solution. We help you to build a personalized plan that designed to safeguard you, your family, and your real estate and business assets. No matter your stage in life—single, married, new parent with minor, adult, and/or children from a prior marriage, or nearing retirement—estate planning is essential and provides peace of mind for you and your family.
Everything we offer is thoughtfully packaged into flexible options, and all of our fees are flat-rate and agreed to upfront—so you always know what to expect with no surprises. Depending on what is best for your unique family dynamics, assets, and budget, your tailored plan may include elements of the following:
- Will (including guardianship of minor children and pets)
- Revocable Living Trusts
- Durable Power of Attorney
- Advanced Healthcare Directive
- Deeds to Property
- Assignment of Business interest
- Asset Protection Planning
- Specialized Trust Planning
PLANS FOR INDIVIDUALS & YOUNG FAMILIES
Perfect for single adults and parents who want to make sure their children are protected and cared for by the people they trust most.
Established Families
Tailored for families who have built meaningful assets and want to focus on preserving wealth, supporting growth, and maintaining protection over time.
Specialized Assset Protection
Utilizes advanced planning methods to help reduce estate taxes, shield assets, and ensure your legacy endures for future generations, especially for high-income earners and professionals exposed to significant risks
