We advise on all asset distribution and income planning. When finished with their documents, you are in control, contented and peaceful knowing you made your own decisions and completed your own plan.
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We offer assistance in funding / titling assets into trusts to avoid probate court processes. We also advise protecting vulnerable assets from creditors for high net worth individuals and families.
Trusts (revocable and irrevocable)
Wills
Durable of powers of attorney
Medical Power of Attorney (the so-called “Living Will”)
Educational trusts
Qualified personal residence trusts (QPRTs)
Charitable planning and gifting
Funeral Representative Designation and Patient Advocate Designations
Lady Bird Deeds