Wills, Trusts & Estates

Our attorneys will provide the essential framework for personal and family estate planning. Beginning with the cornerstone Last Will and Testament, our attorneys work closely with you in creating an estate plan to ensure that the plans and wishes for your assets and estate, during your lifetime and beyond, will be fulfilled through the use of:

Trusts – to safeguard and direct your assets​

  • Revocable Living Trust
  • Irrevocable Life insurance Trust
  • Charitable Remainder Trust
  • Special Needs Trust
  • Qualified Personal Residence Trust
  • Legacy/Dynasty Trust
  • Qualified Income Trusts
  • Asset Protection Trust
  • Pet Trust
  • Private Foundation
  • Bill Pay Trust

Advanced Directives – to document the decisions and agents/surrogates that will assist you in managing your financial and health care matters including:

  • ​Durable Power of Attorney
  • Living Will
  • Health Care Surrogate
  • Designation of Preneed Guardian
  • Beneficiary Designation for
  • Life Insurance
  • IRAs
  • 401(k)
  • Pension
  • Annuity
  • Health Savings Account
  • 529 Education Account