Brief Introduction to Our Services
Planning:
- Provide for your family
- Wills & Trusts
- Special needs trusts and irrevocable insurance trusts
- Avoid Estate Taxes and Probate
- Protect yourself in the event of incapacity
- Life, Disability, and Long Term Care Insurance Protection
- Common Estate Planning Terms >
Wills & Trusts:
- Durable Powers of Attorney
- Advanced Health Care Directives
Trust Administration:
- Step-by-step Guidance to Eliminate Hassle and Comply with Legal Requirements and Deadlines
- Planning and Protectection for Beneficiaries
- We’re currently unable to handle conflicts between family members.
Corporate and LLC Formation:
- Filing Articles with SOS
- Bylaws
- Record Books & Minutes
Complimentary Guest Speaker Since 2004:
- Mommy groups
- Bankers, Lawyers and CPA’s
- Teachers and Veterans
Estate Planning
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Wills & Living Trusts – “What is a living trust?” or “How to avoid probate with a trust”
- Probate Avoidance – strategies to minimize court involvement
- Asset Protection – protecting property from creditors or lawsuits
- Special Situations – blended families, second marriages, or special-needs planning
Healthcare & Financial Directives
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Advance Health Care Directives – “What happens if I can’t make my own medical decisions?”
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Powers of Attorney – “Who can manage my finances if I can’t?”