Helping You Protect Your Family

Estate Planning

You care deeply about your family and want to ensure they are well-prepared and have the support of a trusted advisor if anything happens to you. Life's legal and financial decisions can be complicated, but you (and they) don't have to navigate them alone.

While you may recognize that your legacy is more than just financial, you might be unsure how that translates into legal documents like Wills, Trusts, and Powers of Attorney. Despite the rise of online DIY planning tools, handling these matters yourself can leave your family vulnerable and unsupported.

With our professional guidance, you can feel confident in the choices you make regarding your resources, assets, and the people you love most while living. This ensures your family and loved ones will have a clear plan and necessary support in the event of your illness, injury, or death.

Asset Protection Planning

Families and business owners face a range of risks, including divorce, inheritance issues, health problems, lawsuits, and natural disasters. Those who believe they are immune often face the highest risk. As we all grow more concerned with protecting our assets from pandemics, creditors, taxes, and other threats, it’s important to be prepared.

And success can bring increased exposure to risk, whether through business ventures, property ownership, or personal relationships. Everyday activities like signing loan documents, having employees, or working as a licensed professional may unknowingly put you at risk. While these are positive aspects of life, they shouldn’t come with unnecessary worry.

We help our clients navigate these risks by creating personalized estate plans that offer asset protection. Our services are tailored to families, business owners, and professionals, with a variety of trust options designed to safeguard your assets. From domestic and foreign trusts to family protection and irrevocable trusts, we ensure your assets and legacy are well protected.

Guardianship Planning

If you are a parent of minor children (or you're raising a minor child even if not their parent), your estate plan should start with guardianship planning to ensure that your children will be cared for by the people you trust, no matter the circumstances. Without proper planning, your children could end up in child protective services, and a probate judge who doesn't know your family could determine who raises them.

Guardianship planning protects your children from these risks and ensures that your assets are properly managed for their care. Without it, a court process could tie up your resources, leaving your children without the support they need, and when they turn 18, they could receive their inheritance without proper guidance. Our comprehensive approach includes legal documents, guardian instructions, and even a wallet card so you have peace of mind knowing your children will be cared for according to your wishes.

We work with families of all kinds, including single parents, blended families, and grandparents raising grandchildren. Our guardianship plans are fully customizable to fit your needs, and your estate plan will eliminate any surprises that might come, giving you confidence that your children’s future is secure.

Special Needs Planning

With special needs planning blended into your estate plan, you can confidently address the unique financial, social, and medical challenges of caring for your special needs child. Our services are designed to ensure your child receives the care they need throughout their lifetime, while maintaining eligibility for essential governmental benefits. We help you navigate the complexities of leaving financial assets to your child without compromising their access to public support.

A key strategy is establishing a special needs trust, which allows assets to be held for your child’s benefit without impacting their eligibility for healthcare and income assistance. While the rules for these trusts can be complicated, we guide you through creating a plan that is properly structured and tailored to your child’s needs. As your child’s requirements evolve over time, we ensure your estate plan remains relevant and effective.

We assist parents at every stage, whether raising a young special needs child or planning for long-term care of an adult child with need. From revocable living trusts to first- and third-party special needs trusts, we offer a range of customizable options to secure your child’s future.

Pet Trusts

You care deeply about your beloved pets, they are family too, and you want to ensure they are well taken care of if anything happens to you. It’s important to plan for their future, with or without you.

If your beloved pet survives you, a pet trust can ensure that they continue to live the life they became accustomed to living while under your care while also ensuring their safety with trusted guardians or loved ones.

With our professional guidance, you can feel confident in the choices you make regarding your resources, assets, and planning for their future care while living. This ensures your pet’s well-being and protection, with a clear plan and necessary support in the event of your illness, injury, or death while offering you peace of mind.

Gun Trusts

A gun trust can be used to safeguard your gun collection while passing down this legacy onto your dear ones. Guns are different from other forms of tangible personal property, as possession and transfer must comply with federal, state, and local laws that apply to certain firearms to avoid creating a risk of criminal liability under federal and state law if not done appropriately. Give your loved ones peace of mind and avoid accidental felonies and ensure that your firearms are properly handed down to them. Without the presence of a gun trust, if you became incapacitated, your loved ones may not be able to sell or handle the guns if needed as they may be breaking the law.

With our professional guidance, you will be provided with a comprehensive approach to traditional gun trust and NFA firearms trusts for weapons covered by the National Firearms Act (NFA). A Gun Trust ensures your peace of mind knowing that your loved ones stay in compliance with the laws relating to the use and ownership of certain firearms. You can feel confident in the choices you make regarding your firearms with a clear plan and necessary support in the event of your illness, injury, or death.