A Last Will and Testament is the cornerstone of any estate plan. We help you draft a will that clearly outlines how your assets should be distributed, appoints guardians for minor children, and ensures your final wishes are honored.

A Living Trust can help you manage your assets during your lifetime and efficiently transfer them to your beneficiaries upon your passing. We assist in creating revocable and irrevocable trusts, tailored to your specific needs, to avoid probate and provide privacy for your estate.

An Advance Healthcare Directive allows you to designate someone to make medical decisions on your behalf if you become incapacitated. We help you draft this important document to ensure your healthcare wishes are respected.

A Power of Attorney gives someone you trust the authority to manage your financial and legal affairs if you’re unable to do so. We assist in creating durable and limited powers of attorney that align with your specific circumstances.

If you’ve been named a trustee, navigating the responsibilities can be complex. We provide guidance on trust administration, ensuring compliance with legal requirements and helping you fulfill your duties effectively.

Protecting your estate from unnecessary taxes is a crucial aspect of planning. We offer strategic estate tax planning services to minimize your tax burden and maximize the inheritance for your beneficiaries.

For families with loved ones who have special needs, we help create Special Needs Trusts that provide financial support without jeopardizing eligibility for government benefits. Our team ensures these trusts are structured to protect your loved one’s future.

If philanthropy is important to you, we can help you create charitable trusts that align with your values. Our services include setting up charitable remainder trusts, lead trusts, and other giving strategies that benefit both your estate and the causes you care about.

Choosing a guardian for your minor children is one of the most important decisions you can make. We assist in legally documenting your choice, ensuring that your children are cared for by someone you trust in the event of your passing.