customized SErvices to meet your needs

Create a Living Trust in which you are the trustee(s) and your children or grandchildren are the beneficiaries.  Avoid unnecessary taxes and the time and expense of probate.  Choose who gets your possessions and when.  Appoint successor trustees, and choose what powers they have, to maintain the Trust until your children or grandchildren reach a certain age.  Once the Living Trust is funded you can relax and enjoy life knowing your family and your estate are protected.  Multiple options depending on the size of your estate.  Disclaimer Trusts, Marital Deduction Trusts, and A/B trusts can be used to protect your assets from taxes or if you are part of a mixed family.  We will draft the Trust that gives you the most flexibility, control, and protection for your situation.

Create a stand alone Will if you have a modest estate, or create a Will as part of your Trust Plan to guarantee the Trust protects all you own.

Choose who will raise your children if you are not able.  The law give priority to blood relatives, but you can choose which family member or even a beloved friend.  Guardianship Documents  allow you to decide whose values, moral character, and guidance you want influencing your children? Guardianship Documents are a key part of any Trust Plan, but can also be essential to give you comfort before your next business trip or couples’ getaway.

Choose the person or people you trust most with making financial or medical decisions when you are disabled.  Powers- of Attorney can be stand alone documents for those times you are taking an overseas trip for work or pleasure, or as a “just in case” for planned or unplanned surgery.   Powers-of-Attorney are also critical components to a comprehensive Trust Plan.

Don’t wait until it’s too late to tell those you love what your medical wishes are.  Advanced Health Directives or Living Wills give you the power to decide what treatments you want or don’t want.  Don’t leave your children or grandchildren to make these tough decisions alone, choose for them.  Get a stand alone Advanced Health Directive before your next trip or planned surgery.  Advanced Health Directives are also an important part of any Trust Plan.

We also offer Advanced Health Directives adendums for the development of Dimentia and/or Alzheimer’s.  This includes decisions on forced feeding and hydration as well as enjoyment and quality of life.

Your privacy is important but not when your health is at stake.  HIPPA Waivers are essential for making sure those you have chosen to make medical decisions for you have access to your medical records.  HIPPA Waivers help avoid time consuming confusion when your life is on the line.. 

Do you want to be buried or cremated?  Do your family members know?  Be sure with a clear and concise written declaration of your Burial Wishes.  Have you already made arrangements?  Do you know where you would like to be buried or where you want your ashes spread?  Be sure your loved ones know exactly what your final wishes are.