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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

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Son/Daughter-in-Law Protection Planning

Domestic Partner Planning

Trust Funding and Settlement Services

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Recent Posts

Medicaid Whoopsies vol. 1

Medicaid Planning When it comes to Medicaid Planning, there are tons of loopholes that can…

Should I do a Will or Trust

This question of a will or trust comes up all of the time when it…

Short Form Estate Planning Cheat Sheets Released

At the beginning of the year, I and my office recommitted ourselves to providing good,…