For 25 years, we've provided the services below.
Estate Plans
- WillsA legally sound will that says exactly what you intend, in plain language.
- TrustsTrusts built to control how and when your assets pass to others.
- Guardianship NominationsNaming who raises your children if you are ever unable to.
- Beneficiary Designation AuditsChecking that your accounts and policies actually match your estate plan.
- Pet TrustsLegal, funded care instructions for a pet after you are gone.
- Special Needs PlanningProtecting benefits and providing for a loved one with special needs.
- Life Stage Reviews at Key Moments (Marriage, Birth, Divorce, Retirement)A plan reviewed and updated as your life actually changes.
Incapacity Documents
- Living Wills & Advance Healthcare DirectivesYour own medical wishes, in writing, before a crisis forces the question.
- Medical Power of AttorneyNaming who makes medical decisions if you cannot make them yourself.
- Financial Power of AttorneyNaming who manages your finances if you are ever unable to.
- HIPAA ReleaseLetting the people you choose actually get your medical information.
Relationship Agreements
- Prenuptial & Postnuptial AgreementsClear financial terms agreed to before or during a marriage.
- Cohabitation AgreementsProperty and financial terms for unmarried couples living together.
- Property Co-Ownership AgreementsClear terms for co-owning property with family, friends, or partners.
Asset Protection & SDIRAs
- Asset ProtectionShielding what you have built from unnecessary risk and exposure.
- Self-Directed Retirement Accounts (SDIRAs)Using retirement funds to invest beyond traditional stocks and bonds.
Have Questions?
As Seen in The Fine Print
Recent articles on wills, trusts, and the personal legal decisions that protect what matters.



