SERVICES

Will Drafting

Assisting clients in creating a legally valid will that outlines how their assets and property should be distributed after their passing

Estate Tax Planning

Advising clients on strategies to minimize estate taxes and preserve wealth for future generations.

Guardianship Designations

Helping parents name guardians for their minor children in case something happens to them

Trusts

Establishing various types of trusts, such as revocable living trusts or irrevocable trusts, to manage and protect assets, provide for beneficiaries, and potentially avoid probate

Estate Plan Reviews and Updates

Regularly reviewing and updating estate plans to account for changes in life circumstances, laws, or financial situations