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Recommendation Specializations of Estate Planning Services

Instead of trying to do a little bit of everything we focus on what matters most, your family.

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. Learn more

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. Learn more

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. Learn more

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. Learn more

Living Trust Services

Planning for the future is a priority for many families and individuals. A living trust is a crucial component of a comprehensive estate plan, offering a flexible and efficient way to manage and protect your assets both during your lifetime and after. Learn more

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