Protect Your Family. Preserve Your Legacy. Avoid Unnecessary Court and Confusion.

An irrevocable living trust transfers assets out of your control permanently, providing tax benefits and asset protection while avoiding probate, but it cannot be modified or revoked once established.

A Special Needs Trust is designed to provide financial support to individuals with disabilities without affecting their eligibility for government benefits, ensuring they receive care while preserving their benefits.

A Qualified Income Trust (QIT) allows individuals with income exceeding Medicaid limits to qualify for benefits by placing excess income into the trust, which Medicaid can then disregard for eligibility purposes.

A Medicaid Asset Protection Trust shelters assets from Medicaid’s spend-down requirements, preserving wealth for beneficiaries while ensuring eligibility for Medicaid benefits by placing assets beyond the reach of Medicaid claims.

Buy-Sell, key person, exit strategy docs

A land trust holds real estate in trust, keeping the owner's identity confidential and simplifying property management, transfer, and protection against legal claims, while retaining control of the property.

A gun trust legally owns and manages firearms, allowing for their transfer and possession while complying with federal and state laws, ensuring proper handling and inheritance according to trust terms.

Document updates

Flat fee for standard probate matters

A Lady Bird Deed allows property owners to transfer real estate to beneficiaries upon their death while retaining control and ownership during their lifetime, avoiding probate and maintaining rights to sell or change the property.

As an estate planning tool, a Premarital Agreement ensures that each spouse’s assets and liabilities are clearly defined, and addresses how property and financial matters will be handled in case of divorce or death, aiding in the protection of individual interests.

This list does not cover all our estate planning services; we offer a range of additional estate solutions tailored to meet diverse needs. Please contact us for more information.