Estate Planning Services

Creation of Foundational Estate Plans, including

• Revocable Living Trusts

• Irrevocable Trusts

• Medicaid Planning

• Special Needs Planning

• Health Care Directives

Funding & Maintenance Services

• First Year Maintenance is included in Estate Planning Service

• We counsel and assist in titling your assets correctly

• We help our clients enrolled in our Annual Maintenance Program keep their Estate Plan up-to-date and in working order.

Advanced Planning & Asset Protection

• Revocable IRA Preservation Trusts

• Build-up Equity Retirement Trusts

• Dynasty Trusts

• Wyoming LLCs

• Family Limited Partnerships

Charitable Estate Planning

• Charitable Remainder Trusts

Estate Administration Services

• Trust Administration

• Probate

• Estate Tax Return Preparation

Other Services

• Adoption

• Guardianships

• Employment Agreements

Services for Business Owners

• Formation or Business Entities:

• Corporations,

• LLCs,

• Partnerships

Corporate Annual Maintenance

• Corporate Compliance Services