PROTECTING YOUR WEALTH & ASSETS
How We Help
PROTECTING YOUR WEALTH & ASSETS
How We Help
Wills
You need a will to ensure your final wishes are carried out, but there are many types of wills for different legal situations.
Trusts
Like wills, there are many forms of trusts. You may need one or more trusts to protect your wealth and assets and avoid probate.
WHY YOU NEED AN ESTATE PLAN
Wills & Trusts
Is Your Financial Legacy Safe?
Did you know that one lawsuit or healthcare crisis could put many, if not all, of your assets, including your family home, at risk? Other assets that are vulnerable to creditors, liability and other unforeseen events include home equity, real estate holdings, retirement funds, and even your small business.
Whether you’re a millionaire, have the equity of your home, or just some cash in savings, estate planning, and asset protection should be on your mind.
ENSURE YOUR LEGACY TODAY!
REQUEST YOUR COPY OF OUR FREE GUIDE
Estate Planning & Asset Protection:
Secrets & Tips
In this free, easy to understand guide to estate planning and asset protection, our estate planning attorneys explain the importance of estate planning and how to avoid common pitfalls with secrets and tips used by estate planning attorneys.
WE HELP PROTECT YOUR LEGACY
Our Services
Asset Protection Plans
You have worked hard for everything you have, your home, business, investments and more. One lawsuit or life crisis could wipe it all out. Our asset protection attorneys can help to safeguard your assets and wealth.
Complex Estate Plans
Estate plans are not created equal. Often, there are complex issues that need to be resolved that don’t fit into the typical will & trust. Our estate planning attorneys have the expertise to protect even the most complex estates.
Guardianships & Conservatorships
Guardianships and conservatorships are often necessary for children, special needs & disabled people, elderly individuals and those with mental illness. We help people establish guardianships & conservatorships.
Estate & Inheritance Tax Avoidance
The two sure things in life is death and taxes, but they don’t have to go together. So called, “death taxes” can rob your family of much of their inheritance. Our estate planning attorneys can help your family avoid most of these taxes.
Special Needs Trusts
A special needs trust is established to provide for the needs of special needs children or disabled adults while receiving certain types of government payments. Without such a trust, government benefits may be put in jeopardy.
Business Succession Plans
Business owners and entrepreneurs should understand business succession planning to ensure a smooth transfer of ownership in the event of disability or retirement. Our business succession planning attorneys can help.
NEWS & INFORMATION
Preserve Your Wealth & Assets
Last Will: Do I Need One Now?
What happens to our hard-earned properties and assets after we die? It is important to
Estate Plan Basics: What are Contestable Wills?
The estate planning process specified in estate law was meant to make drafting a will
Why Create a Will and a Trust with an Attorney?
This pandemic changed the way the world works. Although a vaccine has been made, the