Everyone has an estate. Rich or poor, it doesn’t matter. This is why proper estate planning is important to protect you and your family, preserve your wealth, provide assistance and ease the minds of your loved ones during a difficult time or time of loss, and avoid the costly expense and inconvenience of a living probate or probate at death.
A cornerstone of estate planning and asset protection is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right estate planning products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong plan.
A properly prepared plan must reflect the stage of life its owner is in: whether they are starting a family, purchasing a home, financing a child’s college education, starting a business, or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those products that best fit. A custom-tailored plan should also be reviewed to ensure the owner has completed the funding process, comfortable everything is in place and will do what it was intended to do.
If you ever have questions about your current estate plan or asset protection needs, contact us. We will set up complimentary consultation to review your existing documents and address any questions you may have.
Our services include, but are not limited to:
- Revocable Living Trust
- Irrevocable Trust
- Special Needs Trust
- Living Will
- Last Will & Testament
- Power of Attorney
- Health Care Power of Attorney
- Limited Liability Company
- Family Limited Partnership
- Pre & Post Nuptial Agreements
- Probate Administration
- Real Estate Deeds
- Buy and Sell Agreements
- Cross Purchase Agreements