Taking inventory of your assets is a good place to start. Your assets include your investments, retirement savings, insurance policies, and real estate or business interests.
Ask yourself three questions: Whom do you want to inherit your assets? Whom do you want handling your financial affairs if you're ever incapacitated? Whom do you want making medical decisions for you if you become unable to make them for yourself?
Our goal is to preserve and protect your estate from costs resulting from death and disability. You worked hard to save for your family’s financial security; we work hard to ensure that your estate passes to your family at the least cost possible.
- MEDICAID PLANNING
Save your assets for your spouse and children by avoiding nursing home costs.
If probate is necessary, administer the probate estate as efficiently as possible while protecting the personal representative from personal liability.
- TRUST ACCOUNTINGS
Limit the Trustee’s exposure to liability and give the beneficiaries the information they want through a use of an accounting.
- ESTATE PLANNING
Minimize the costs associated with death and disability by avoiding probates and guardianships.
- TRUST ADMINISTRATION
Advise and assist the Trustee on efficiently administering the trust estate while avoiding personal liability.
- ASSET PROTECTION
Protect your assets from creditors, lawsuits, and other third parties.