ESTATE PLANNING ➤

The thought of planning for the end of life may seem intimidating at first, but legacy planning can help cultivate peace of mind for you and your heirs. Having an organized, carefully thought out plan for the administration and the distribution of your estate is an important first step to taking care of your loved ones later in life.

Unlike traditional law firms that charge by the hour and approach estate planning as a one-time transaction, we provide custom, flat-fee estate plans that are carefully designed to ensure that your estate is administered, that your final wishes are met, and that your loved ones are looked after. We are honored to be your trusted legal advisor and can help plan for additional support for yourself and your family in the case of incapacity or disability. We also work to protect your assets and beneficiary’s inheritance from creditors, lawsuits, spouses, and estate taxes, and will be available to assist them with your estate or trust administration (as applicable) when the need arises.

  • Comprehensive Estate Plans
  • Revocable Living Trusts
  • Powers of Attorney
  • Advance Health Care Directives
  • Last Wills and Testaments
  • Special Needs Trusts
  • Irrevocable Special-Use Trusts
  • Child Guardianship Planning
  • Asset Protection Entities
  • Non-Citizen Estate Planning
  • Estate Plan
    $1000-2500
    FEE LEVEL
    • Last Will & Testament
    • Health Care Directives
    • Powers of Attorney
    • Basic Tax Advisory
    • Guardianship Planning
    • Annual Plan Review
    Wealth Protection+
    $8000+
    FEE LEVEL
    • Asset Title Analysis
    • Personal Wealth Inventory
    • Complete Title Transfers
    • Beneficiary Changes
    • Enhanced Tax Planning
    • Annual Plan Review

    HELPFUL RESOURCES

    Estate Planning Documents
    Benefits of a Trust
    Estate Planning Mistakes