areas
of
expertise
Probate Avoidance and Legacy Protection, including:
Revocable Living Trusts for Individuals and Families
Marital and QTIP Trusts for Blended Families
Standalone Retirement (IRA) Trusts
Protecting Minors, Young Adults, and Vulnerable Beneficiaries
Estate Plans for Co-Parents
Planning for Young Adult Children
Special Needs Trusts
Guardianship Designations
Incapacity and Unavailability Planning
Financial and Medical Powers of Attorney
Health Care Choice through Directives and Living Wills
HIPAA Authority Delegation
Asset Protection and Management
Estate and Gift Tax Burden Minimization
Family Partnerships and LLCs
Charitable Giving Planning
Together, we can build a legacy.
