Services
Holistic Estate Planning Services

Healthcare Advance Directives, Living Will & Medical Power of Attorney
- Healthcare Advance Directive
In the event of your health or capacity suddenly takes a turn for the worse we are able to help you create healthcare advanced directives that will provide you with peace of mind knowing they are prepared for whatever the future holds. - Living Will/Advance Directive to Physicians
A living will clarify your wishes as they pertain to life-sustaining medical care or procedures when your condition is irreversible or terminal. - Medical Power of Attorney
A medical power of attorney allows you to designate an agent(s) to make medical decisions on your behalf. Medical powers of attorney only become effective once your physician certifies that you are unable to make your own treatment decisions. If your condition improves and you regain the ability to make your own treatment decisions, the agent loses the ability to make decisions on your behalf.

Power of Attorney

Advanced Estate Planning Strategies
- Life insurance trusts
- Qualified personal residence trusts
- Grantor retained annuity trusts
- Asset protection trusts
- Dynasty Trusts
- Family limited partnerships or limited liability companies
- Asset gifting

Asset Protection

Wills & Trusts

Special Needs Planning

Probate & Trust Administration

Healthcare Advance Directives, Living Will & Medical Power of Attorney
- Healthcare Advance Directive
In the event of your health or capacity suddenly takes a turn for the worse we are able to help you create healthcare advanced directives that will provide you with peace of mind knowing they are prepared for whatever the future holds. - Living Will/Advance Directive to Physicians
A living will clarify your wishes as they pertain to life-sustaining medical care or procedures when your condition is irreversible or terminal. - Medical Power of Attorney
A medical power of attorney allows you to designate an agent(s) to make medical decisions on your behalf. Medical powers of attorney only become effective once your physician certifies that you are unable to make your own treatment decisions. If your condition improves and you regain the ability to make your own treatment decisions, the agent loses the ability to make decisions on your behalf.

Power of Attorney
A power of attorney is useful anytime you foresee the need to delegate decision-making power to another person. Decision-making powers can be financial or legally related. With our guidance, we can help you determine the appropriate elections and specific powers you may need to grant.

Advanced Estate Planning Strategies
Families with high-value estates face several complex legal and tax issues. We offer a number of advanced estate planning strategies that are primarily aimed at reducing your tax burden. In addition, we also help you navigate the gift tax and generation-skipping tax to pass assets on for successive generations without risk of estate tax devastating the estate at each generation. Some of our most popular advanced estate planning tools and strategies include:
- Life insurance trusts
- Qualified personal residence trusts
- Grantor-retained annuity trusts
- Asset protection trusts
- Dynasty Trusts
- Family limited partnerships or limited liability companies
- Asset gifting

Asset Protection
We can set up your structure to ensure that you can take maximum risk with minimum worry. We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances. We will consider insurance, prenuptial agreements, partition agreements, gifting, LLCs, partnerships, and asset protection trusts.

Wills & Trusts
Crafting living wills and trusts, protecting your assets, and carrying out your charitable wishes are just some of the areas involved in estate planning.

Special Needs Planning
Protecting your special needs loved one with specific provisions that ensures they are able to lead a high quality life while covering any extra expenses that may arise without reducing their eligibility for SSI income.

Probate & Trust Administration
Incapacity planning. Experience in administering estates of all sizes and complexities. With empathy and patience we will make your process smooth and easy to understand at every step.