Do I need an Estate Planner?

You do if you want to insure that what you worked long and hard for goes where you want it to go — quickly and cost-effectively. Good estate planning starts with a good plan. It’s the first step achieving your future plans and peace of mind. We provide the best estate planning tools, guidance, and strategies to achieve your long-term goals and to safeguard your lifestyle, your heirs, and your assets against unpredictable future events and tax liabilities.

Estate Planning

Medicaid Planning | Long Term Care Planning

Special Needs Estate Planning

Blended Family Estate Planning

Practice areas

Son/Daughter-in-Law Protection Planning

Domestic Partner Planning

Trust Funding and Settlement Services

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Recent Posts

Gifts, Advances, and Loans: Balancing an Estate Plan When the Kids Need Money NOW

Estate Planning distributions aren’t always clean and even. Sometimes the kids and grandkids need money…

Trust Funding is Critical

Sometimes, messages need to be repeated to make sure they stick. Unfortunately, this often happens…

Asset Protection: Selling Inherited House Inside a Trust

There’s an awful lot of an advantage to having a lifetime of asset protection, but…