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Instead of trying to do a little bit of everything, we focus on just four things: estate planning, special needs planning, trust administration and probate.

ESTATE PLANNING

Estate planning is crucial for your family. A trust, will, power of attorney, and other documents work together to protect your family, your health, and yourself. Your family’s needs and your own protection need to be custom tailored to properly protect the goals important to you.

SPECIAL NEEDS PLANNING

Special Needs Trusts are the essential planning document for individuals with disabilities. They can hold any amount of money to provide a lifelong safety net without disturbing eligibility for needs-based government benefits.

TRUST ADMINISTRATION

A trust works by naming a trustee to manage your assets for the benefit of your heirs. While this sounds straightforward, managing and administering a trust can become quickly overwhelming for many people.

PROBATE

Probate is a legal proceeding validating a Will (in cases where the decedent has one) to settle an estate. If the decedent passes away without a Will (or other Estate Plan in place), it’s said he or she died intestate, and the estate would go through probate in this instance, too.

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