LIVING WILL
A "simple Will" is meant to handle your entire estate, such as leaving it to your spouse or kids.
A "Pour-over Will" exists only to move assets into the trust and works in conjunction with either a revocable living trust or an irrevocable trust.
TRUSTS
Helping families anticipate and understand their options when it comes to trusts, entity formation, estate planning, and succession planning. We help formulate strategies that align with family values, seeking to minimize wealth transfer taxes and offer financial education to younger generations.
MEDICAL & FINANCIAL POWER OF ATTORNEY
We provide legal documentation naming person/persons to officially/legally make medical/health care decisions on your behalf when you cannot.
We provide legal documentation naming person/persons to act on your behalf concerning your financial affairs, business, or other legal matters.