Our Core Legal Services
Estate Planning
Probate
Trust Administration
Asset Protection Planning
Special Needs Planning
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Guided Legal Planning Tailored to Life’s Most Important Moments
Not sure what type of legal assistance you require?
You're not alone. Many of our clients come to us understanding that action is needed.
That’s why our services page provides clear explanations, real-life examples, and steps to take next.
How We Help
Legal Planning for Life’s Milestones and Challenges
Whether you’re planning ahead or navigating an unexpected life event, our legal services give you clarity, protection, and peace of mind—every step of the way.
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1. Estate Planning
Create legally sound wills, trusts, powers of attorney, and healthcare directives to ensure your wishes are honored and your loved ones are protected.
You may need this if you:
- Own property or investments
- Have children or dependents
- Are getting married or remarried
- Aim to avoid probate or reduce taxes
2. Probate
We guide families through the legal process of settling a loved one’s estate, reducing stress, delay, and confusion.
You may need this if you:
- Recently lost a loved one
- Were named as an executor
- Need help understanding court procedures
- Want to minimize delays and legal costs
3. Trust Administration
We help trustees carry out their legal duties with confidence, minimizing family conflict and ensuring compliance.
You may need this if you:
- Are named as a trustee
- Inherited a trust you don’t understand
- Want help managing distributions or accounting
- Need guidance to avoid personal liability
4. Asset Protection Planning
Shield your wealth from lawsuits, taxes, divorce, and business risks using proven legal strategies.
You may need this if you:
- Own a business
- Are in a high-risk profession (e.g., medicine, law)
- Are entering into a marriage and want a prenup
- Hold significant real estate or investment assets
5. Special Needs Planning
Create plans that provide for your child’s long-term needs without disqualifying them from government benefits.
You may need this if you:
- Have a child or loved one with a disability
- Receive SSI or Medicaid support
- Want to appoint a future guardian or trustee
- Need to set up a special needs trust
Schedule a Consultation
Take the first step toward protecting your family, your assets, and your peace of mind.
You may need this if you:
- Are unsure what kind of legal service you need
- Want clear answers without legal jargon
- Prefer a no-pressure conversation to explore your options
- Value proactive planning for life’s big moments