Estate Planning

  • Wills and Last Testaments

  • Durable Power of Attorney

  • Health Care Power of Attorney

  • HIPAA Authorization

  • Trusts

  • Pour-Over Will

  • Planning for Kids / Kids Protections

  • Children with Special Needs Planning

  • Planning for Blended Families

  • Planning for Non-Traditional Families

  • Planning for Elders

  • Guardianship and Conservatorship

  • Medicare Planning

  • Deeds

  • Shariah Compliant

We focus on helping families enhance their lives today and secure their futures tomorrow. We excel in guiding our clients through the often-confusing maze of financial and legal decisions to create plans that ensure the well-being of your families and the accomplishment of cherished family goals. Our considerable legal expertise includes family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals. Whether you are married or single, with a traditional family or blended one, just starting out or looking back on a life well-lived, we will help you to craft a plan that achieves your goals for your loved ones today and for years to come.

All of our plans include substantial extras that are not included with most documents-only estate planning attorneys. All of our plans include kid's protection, which ensures that your kids will never be taken under the care of strangers if anything happens to you. All of our plans include an inventory plan to keep track of your assets so that none of your assets are left to the Department of Unclaimed Property when you die. All of our plans include us ensuring that your assets are transferred into the right names whether you're doing it or we're doing it for you. We're going to make sure it gets done. 

All of our plans include a legacy interview process to capture not just your financial wealth, but your whole family wealth, your values, your insights, your stories and your experience, the things that are most often lost when somebody dies. All of that is included at no additional charge in our plans because we see planning as a holistic experience and not just a set of documents. 

“Let us prepare our minds as if we’d come to the very end of life. Let us postpone nothing. Let us balance life’s books each day. … The one who puts the finishing touches on their life each day is never short of time.”

— Seneca

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