Estate Planning

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You never know what the future may hold, that is why having a professional estate plan prepared by our firm  will make it easier for you and your loved ones when the unpredictable happens.  Allow our experts in this area to provide a free consultation to assess your Estate Planning needs. 

We provide the ultimate convenience of meeting with you virtually and can send you documents electronically to save you time and money. 

There are numerous estate planning documents we may recommend depending on your circumstances and goals.  To get started please review our Estate Planning Glossary and then review our Special Needs Package, Revocable Living Trust Package, and A La Carte pricing .

Revocable Living Trust Package

Special Needs Trust Package

A la carte services

The process of navigating the red tap of federal and state government programs while trying to maintain government benefits and maximizing life's opportunities for your loved ones with special needs can be tricky.  This page is designed to help you learn about opportunities that are available to you.

We have a soft spot in our heart for Families with children with Special Needs, foster families, and our military families.  We offer special discounted rates for Special Needs Trusts that won't compromise your bank. Ask us how you can save by filling out our form Here.