Services

Estate Planning

Asset Protection

Medicaid Planning

Business Planning

Real Estate

Estate Planning

Establishing a trust offers numerous benefits including the ability to avoid probate, maintain privacy, and potentially reduce estate taxes.

A will can be an important tool in a comprehensive estate plan which allows individuals to outline their asset distribution offering reassurance to individuals and families. 

Guardianship documents that allow parents to designate who will care for their minor children or dependents in the event of their incapacity or death. 

A vital tool for parents with special needs children, offering financial support, safeguarding their eligibility for government benefits, long-term care, financial security, and access to essential resources and services.

Strategically using the law to arrange everything you own to ensure they are distributed according to your wishes.

Asset Protection

This unique deed provides individuals with the flexibility to retain control and use of their property during their lifetime while ensuring a seamless transfer of assets to their chosen heirs.

A revocable trust offers flexible asset management during the grantor’s lifetime, allowing them to retain control and make changes as needed. Upon the grantor’s death, the trust seamlessly transitions assets to beneficiaries without the need for probate, ensuring privacy and efficient distribution.

This legal instrument allows significant asset protection by transferring ownership of assets out of the estate shielding them from creditors and potential state taxes.

Legally safeguarding your wealth, property, insurance policies and accounts from risks and liabilities establishing their preservation for future generations.

Medicaid Planning

Develop comprehensive strategies tailored to each client’s unique needs, ensuring they can access essential long-term care while preserving assets and eligibility for government benefits. 

Assisting clients in qualifying for nursing home care while preserving their assets and financial security.

Guide clients through the Medicaid eligibility application process by crafting it to meet the specific needs of court clients, maximizing their chances of qualifying for essential healthcare coverage while safeguarding their financial well-being.

A legal arrangement appointing an individual or entity to make personal and financial decisions on behalf of an adult who is unable to make decisions independently. Our firm protects the well-being of vulnerable adults.

Navigating the complexities of Medicaid eligibility and benefits to guarantee essential long-term care while protecting assets.

Business Planning

Providing tailored business structures that align with our clients’ estate planning goals, ensuring seamless integration of their business interests into their overall estate plan.

Crafting buy-sell agreements to facilitate smooth transitions of business ownership interests upon specified triggering events, such as retirement, disability, or death. Our firm outlines clear terms, providing protection of business interests and harmony among co-owners.

We draft comprehensive operating agreements tailored to the unique needs and goals of our clients’ businesses, ensuring clarity and protection for all parties involved. Our firm meticulously addresses key operational aspects, governance structures, and dispute resolution mechanisms, laying a solid foundation for business success and longevity.

Our business succession planning service helps entrepreneurs strategically prepare for the transition of leadership and ownership within their businesses. By crafting tailored strategies, we ensure continuity, mitigate risk, and preserve the legacy of the business for future generations.

Legal plan tailored to support the growth, protection, prosperity, and succession of businesses.

Real Estate

Ensure the seamless transfer of real estate assets with our expert buy-sell transaction services, tailored to safeguard your estate’s future. Our specialized guidance navigates the complexities of real estate transactions, securing your property interests with precision and care.

Guiding clients to clients to make strategic real estate decisions, maximizing returns and securing assets for future generations. With a focus on comprehensive planning, we help individuals navigate the complexities of property investment to achieve their long-term financial goals.

Land trust offers a confidential and efficient means of transferring real estate while preserving privacy and avoiding probate. It provides flexibility in managing assets, ensuring seamless transition and protection for future generations.

Seamless title transfers and property retitling, ensuring smooth transitions of ownership while safeguarding assets for future generations.

Providing our clients with comprehensive protection and guidance in every aspect of real estate transactions.

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