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Asset Protection & Estates

It's quite possible that everyone who has - or plans to have - assets should have some sort of estate plan.  A basic estate plan that includes a living trust is the bare minimum avoids probate, centralizes management of your affairs, and ensures that your assets pass according to your preference. 

What are some measures I can take?

  • Living Trust

  • Powers of Attorney for Financial Matters & Healthcare Decisions

  • Pourover Will

  • Deeds to Houses

  • Irrevocable Trusts

  • Trusts for Specific Purposes such as Higher Education Saving

  • Life Insurance Trusts

Contact us to schedule an initial consultation.