Our primary goal is to provide you with tailored documents, so that at your passing or if you are disabled, the people and causes you love are cared for the way you would do it yourself. Certain people need special attention: disabled heirs, foreign spouses, and elders with medical needs, just to name a few. As part of that goal, we aim to minimize estate taxes, and preserve assets from catastrophic health care costs.
A lifetime plan during your lifetime, with Powers of Attorney, Health Care Directives and Medical Release Authorization, gives you:
An estate plan, with either a Last Will or Living Trust, gives you:
We offer these planning services in addition to Wills, Living Trusts and Powers of Attorney: