Services

Our firm offers full service estate planning, estate settlement and business planning services.  We intentionally do not try to have the biggest client base.  Rather, we are selective about the clients we serve so that we can provide individual, personal service for each client.

We believe in gathering all of the pertinent information and taking the time necessary to learn about you and your loved ones.  We want to know your goals, dreams, and concerns so that we can custom design your plan.

When the time comes that your family needs to implement your plan, we strive to make the process as streamlined, efficient and worry-free as possible.  We take great pride in completing the settlement of estates as soon as possible so that beneficiaries can enjoy your legacy.

The following is a summary of the various types of matters that we handle for our clients:

  • Wills
  • Living Trusts
  • Medicaid Planning.  We help to protect your home and savings from the high cost of nursing home care
  • Trusts for Minor Children
  • Planning for Grandchildren
  • Prenuptial and Postnuptial Agreements
  • Business Planning
  • Retirement Plan Distributions
  • Charitable giving
  • Asset Protection Planning
  • Living Wills and Healthcare Agents
  • Financial Powers of Attorney
  • Estate settlement
  • Trust settlement
  • Guardianship for adults