You’ve worked hard for your assets, so it’s important to ensure anything remaining goes to your beneficiaries. By working collaboratively with a qualified estate planning attorney, we help with:
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Everything You Need
To Get Your Financial & Legal Ducks In A Row
Under One Roof
Estate
Planning
Plan for what you can’t anticipate.
- Preparation of Simple and Complex Estate Plans for Long Term Marriages and Blended Families
- Preparation of Trusts, Wills, and Powers of Attorney for Financial and Healthcare Management
- Advise Clients concerning structuring plans to focus first on themselves and then on the needs and concerns of each beneficiary
- Preparation of Special Needs Trusts when necessary
- 29 Years of Experience with Simple and High End Estate Planning including Estate Tax Planning
We can also refer you to professionals who provide the following services:
Trusts, Probate, Charitable Giving, and Elder Law