Services

Estate planning is the process of deciding how your property, finances, and personal matters will be handled after your death or if you become unable to make decisions for yourself. It involves creating legal documents that outline your wishes and designate people you trust to carry them out.

We help clients create estate plans that reflect their personal, family, and financial goals. Every plan is customized. Some clients need a basic will, while others require more detailed strategies involving trusts or tax planning. We work closely with you to understand your situation and put everything in writing so your family is protected and your wishes are clear.

After someone dies, their property and debts must be legally handled. This process is called probate if there is a will, or trust administration if assets are held in a trust. Both involve collecting assets, paying debts and taxes, and transferring property to beneficiaries.

Our team helps families carry out the legal and financial responsibilities involved in settling an estate. We guide personal representatives (executors) and trustees through every step of the process, ensuring compliance with state laws and the decedent’s wishes. Our role is to help families handle this process with accuracy and efficiency while reducing the legal burden during a difficult time.

Elder law focuses on legal issues affecting older adults, including long-term care, guardianship, and access to public benefits like Medicaid. Medicaid planning helps individuals preserve assets while qualifying for government assistance with nursing homes or assisted living costs.

We assist older adults and their families with the legal and financial planning needed as they age. We help clients prepare for the cost of care, designate decision-makers, and protect their homes and savings. We work to ensure that aging clients receive proper care without losing the financial security they’ve built over a lifetime.

Asset protection involves legal strategies to safeguard your personal and business wealth from risks such as lawsuits, creditors, or financial downturns. Business planning focuses on how your business is formed, managed, and passed on, especially in connection with your personal estate plan.

We help individuals, professionals, and business owners put legal protections in place to reduce exposure and ensure continuity. We also assist with succession planning so your business can transition smoothly to the next generation or a new owner. Our goal is to give clients peace of mind that their hard-earned assets, both personal and business, are secure and thoughtfully managed.