Let’s build your legacy together.
Our services.
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Comprehensive Estate Plan.
Our Comprehensive Estate Plan may include the following items: Will, Medical Power of Attorney, Statutory Durable Power of Attorney, Directive to Physician, Declaration of Guardian, Appointment of Guardian for Children, HIPAA Release, and Appointment for Disposition of Remains. We offer a Young Adults Plan for 18-22 year olds to ensure family members have the ability to care for them should the unthinkable occur.
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Business Services.
Our Business Services may include selecting the appropriate type of structure for your business, filing formation documents with the state to officially form your entity, applying for your Employer Identification Number, drafting your Operating Agreement, and creating other pertinent documents needed to establish and run your business.
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Trust Formation.
Depending on your needs, we may recommend a Trust to complete your Estate Plan. Assets placed in a trust avoid the probate process. There are several types of Trusts that can be created including a Revocable Living Trust, Irrevocable Trust, Gun Trust, Pet Trust, Supplemental Needs Trust, and many more.
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A La Carte Services.
We may combine elements of an estate plan or business service with other strategies to accomplish your goals. For example, we may utilize a Lady Bird Deed, Transfer on Death Deed, or Family Limited Partnership to create a customized plan for your particular situation.