Our Services

Estate planning

Estate planning is being intentional about the legacy (financial and personal) you leave by preserving your wishes.

Services offered

With flat-fee prices, we create and provide personalized services for

Assets Protection Planning

When you have worked so hard to accumulate your assets, protecting them should be a top concern. There are numerous situations where an asset protection plan comes in handy, including divorce, lawsuits, debt claims, and failed business ventures. We help you create a customized estate protection plan to minimize financial exposure.

Business Planning

Having a business plan that integrates with your estate plan protects you, your family, and your company. We will help you determine things like the correct Entity Formation (ex. LLCs, partnerships, corporations), Asset Protection (see above) Intellectual Property Protection, Succession Plan Road Map, and more.

Estate Planning

With the primary goal of keeping your family out of court, we provide strategic solutions like Asset Protection (see above), Power of Attorneys (ex. Durable, General, Medical), Trusts, and Wills.

Trusts

Create a legal document that can be created during a person's lifetime and survive the person's death

Wills

A will or testament is a legal document that expresses a person's wishes as to how their property is to be distributed after their death and as to which person is to manage the property until its final distribution.

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