Protecting your legacy.

Allow us to help you plan your estate and create your will or trust. We work closely with you to develop clear plans that protect your family's future. Our goal is to help you make important financial decisions now that will ensure your wishes are carried out and your loved ones are protected when you're no longer here. We understand that planning for the future can feel overwhelming, but we'll guide you through each step to create a secure plan for your family and your legacy.



Estate Planning Services

  • Last Will and Testament

    Your will is the foundation of your estate plan, allowing you to specify how your assets should be distributed, name guardians for minor children, and designate an executor to manage your estate. We help ensure your will clearly reflects your wishes and meets all legal requirements.

  • Revocable Living Trust

    A living trust helps your loved ones avoid the time and expense of probate while maintaining your privacy. You maintain complete control of your assets during your lifetime, with the flexibility to modify the trust as your circumstances change.

  • Special Needs Trust

    Protect loved ones with disabilities while preserving their eligibility for government benefits. These trusts provide for supplemental needs and enhance quality of life without jeopardizing crucial assistance programs.

  • Charitable Trust

    Support the causes you care about while potentially reducing your tax burden. Charitable trusts allow you to benefit both charitable organizations and your loved ones while creating tax advantages for your estate.

  • Powers of Attorney

    Designate trusted individuals to handle your financial and legal matters if you become unable to do so. These essential documents ensure your affairs continue to be managed according to your wishes during periods of incapacity.

  • Advanced Healthcare Directives

    Make your healthcare wishes known and designate someone to make medical decisions on your behalf if you're unable to communicate. This ensures your medical care preferences are respected and reduces burden on your family during difficult times.

  • Probate

    Ensure a smooth transfer of assets and resolution of affairs after a loved one passes. Probate is the legal process that validates a will (if one exists), settles debts, and distributes property by providing structure and clarity during a difficult time.