Estate Planning for Every Season of Your Life
We work with you and for you.
Future Planning
- Estate Planning
- Business Services
- Real Estate
- Probate and Estate Administration
- Planning in case of disability
- Choosing guardians for minor children
- Planning for life insurance
- Non-traditional family planning
Peak Earning Years
- Estate Planning
- Business Services
- Real Estate
- Probate and Estate Administration
- Building and protecting wealth
- Planning for children’s higher education
- Business entity formation / protection
- Special needs trusts
Retirement Planning
- Estate Planning
- Business Services
- Real Estate
- Probate and Estate Administration
- Wealth protection
- Caring / planning for aging parents
- Business succession planning
- Legacy building
Legacy Planning
- Estate Planning
- Business Services
- Real Estate
- Probate and Estate Administration
- Wealth transfers to children / grandchildren
- Disability planning
- Long-term care planning
- Charitable giving
- Widow / widower concerns