We will expertly guide you
on how to plan for the future.
We will expertly guide you on
how to plan for the future
Services Provided
Estate Planning
Estate Planning is the process of determining how your assets will be distributed at the time of your death. An estate plan may include the creation of Wills, Revocable Trusts, Irrevocable Trusts (including Life Insurance Trusts, Dynasty Trusts, and Children’s Trusts), Financial Powers of Attorney, Medical Powers of Attorney, Directives to Physicians, HIPAA Authorizations, Declarations of Guardian, Family Limited Partnerships, and Limited Liability Companies. In addition, an estate plan will address non-probate assets such as life insurance, retirement assets, and bank accounts that pass outside of probate.
Probate and Estate Administration
Probate and Estate Administration is the legal process of carrying out an individual’s estate planning desires after his or her death. This may include court procedures, court filings, tax filings, assisting with assets which pass outside of the probate process, making distributions, and re-titling assets.