Estate Planning
Estate planning is about ensuring your assets are distributed according to your wishes.
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Trust Administration
There is much to consider during the trust administration process.
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Special Needs Planning
Promote your child’s comfort and happiness without sacrificing eligibility.
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Welcome

What You Can Expect

Peace of Mind. It’s that simple. It’s our goal to create customized plans to thoroughly address your goals, dreams, and concerns.

We’ll build your plan right the first time; giving you peace of mind when it comes to your Estate Planning, Special Needs Planning, Trust Administration, and Probate. 

By addressing your needs and protecting your assets, you will walk away feeling lighter, knowing those that matter most to you – your family – are being taken care of. 

How We Can Help

Services

Estate Planning
Different families have different planning needs. Let us help craft a customized plan for your family.
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Probate
In most cases, probate is a lengthy process and can last months. We can help guide you through the process.
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Special Needs Planning
Estate planning by parents who have children with special needs include many challenges that we can help address.
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Trust Administration
Avoid any financial pitfalls involved by understanding what lies ahead and make more informed decisions.
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Meet the Team

Our Team

Our expert team of caring professionals will help you build your plan right the first time; giving you the peace of mind to be able to focus on what matters most – spending time with your family.

We firmly believe in treating all clients like they are our own family. As a result, not only have we put together a compassionate and highly-skilled team of people, but together we have served all generations of families, from the grandparents down to the grandchildren. 

Our team loves what we do, and we are truly are humbled by the trust our clients have placed in us over the years.