Estate & Wealth Transition Planning
Protect what you've earned, today and tomorrow
60% of American Adults Are Unprepared
Beyond inconvenience and financial uncertainty at the worst possible time, the lack of a will and estate plan places your loved ones – especially minor children – at peril. We'll help you ensure that your family will be as prepared as possible should the unthinkable occur.
For Families and Individuals at all Ages
Estate Planning is a proactive step to protect what you’ve earned and to secure your family's future. Our holistic approach ensures the efficient transition of wealth to your chosen beneficiaries with minimal tax impacts and probate costs.
Estate Planning Legal Services
♦ Wills and Revocable Living Trusts
♦ Durable Power of Attorney
♦ Probate Avoidance Strategies
♦ Advance Medical Directives
♦ Estate Tax Planning
♦ Irrevocable Trusts
♦ Business Succession and Contingency Planning