What we specialize in

An estate plan should never be something you sign and forget about. Estate plans are active, functional documents which serve you for the rest of your life, and deserve your attention from time to time. All our Living Trust clients are given lifetime free telephone calls. We also provide most of our Living Trust clients with a free review every three years, which is a face-to-face meeting to go over the complete estate plan and make sure it meets the client's needs and goals.

Whether you want to protect your assets from the expense and delay of probate, provide for supplementing the lifestyle of a special needs beneficiary, or plan to effectively deal with nursing home costs, we can tailor a plan to meet your personal needs. Once we have an understanding of your wishes, we commit to crafting the specific plan which will meet your goals perfectly, no matter what. 

Special Needs Trust

Estate Planning is tricky enough, but it's even trickier if one of your beneficiaries is disabled. You want to ensure that your disabled child has all the necessary resources once you're not there to provide them.