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 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.
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.