• Protecting Your Surviving Spouse from Creditors and Predators
• Protecting Your Children’s Inheritance
• Asset Protection Planning
• Stretch IRA Planning
• Design, Creation, and Transfer of Business Entities
• Client Counseling and Education
• Full Funding and Formal Maintenance Programs

Estate Planning and Estate Administration Services Provided: revocable living trusts, wills, living wills, general durable powers of attorney, health care powers of attorney, irrevocable trusts, design and creation of business entities (FLP’s, LLC’s, and corporations), business succession planning (including Buy-Sell agreements), asset protection planning, private foundations, charitable trusts, will and trust administration.

Our clients involve us when planning for the two most important things in their lives: everything they own and everyone they love. Our clients share their hopes, dreams, values and goals; we listen and help them understand their options. We work with our clients to design personalized plans that reflect their own unique situation, while putting our knowledge and experience to work for their benefit. The result of such thoughtful planning is an estate plan that works. Our plans promote harmony within the family and provide a lasting legacy that will continue to reflect our clients' values and ideals for generations to come.