Estate Planning: Developing personalized plans for the distribution of assets and wealth upon death, including the creation of wills, trusts, and other legal documents.

Trust Establishment: Assisting with the creation and management of various types of trusts, such as revocable trusts, irrevocable trusts, charitable trusts, and special needs trusts.

Asset Protection: Implementing strategies to protect assets from creditors, lawsuits, and other potential risks.

Tax Planning: Minimizing estate taxes and maximizing tax efficiency through strategies like gifting, charitable giving, and leveraging tax exemptions and deductions.

Business Succession Planning: Planning for the orderly transfer of business ownership and management to the next generation or other designated successors.

Estate and Trust Planning

Probate Administration: Guiding executors and administrators through the legal process of probate, including asset valuation, creditor claims, and distribution of assets.

Specialized Trust Services: Providing ongoing trust administration, investment management, and fiduciary services to ensure proper management and distribution of trust assets.

Charitable Planning: Advising on philanthropic goals and implementing strategies for charitable giving, including the establishment of charitable foundations or donor-advised funds.

Elder Law Planning: Assisting with legal and financial matters related to aging, including long-term care planning, Medicaid planning, and guardianship issues.

Family Wealth Education: Educating family members about wealth management, financial literacy, and the responsibilities associated with inherited assets.