Services
What We Do
ASSET PROTECTION & BUSINESS PLANNING
Asset Protection and Business Planning can prevent/reduce risk by insulating your personal and business assets from claims and lawsuits.
ESTATE PLANNING SERVICES
Estate planning is a series of processes that are intended to manage an individual’s assetsin the case of incapacitation and death.
GIFT TAX FIGURES
Assets that one living person gives to another living person may not be subject to taxation because of exemptions given in tax laws.
INCAPACITY PLANNING
An incapacity planis intended to ensure your wishes will be protected, giving someone the legal authority to represent your interests, if you become incapacitated.
PROBATE & TRUST ADMINISTRATION
Probate is the court process involving the distribution of assets of a deceased person. Trust Administration is the distribution of assets in trust documents.
SECURE ACT
The SECURE ACT changed many retirement account rules related to who is eligible to make a contribution and when withdrawals from the account are required.
SPECIAL NEEDS PLANNING
Special Needs Planning can provide financial stability for loved ones with special needs, striving to ensure access to the help they need for years to come.
VETERANS BENEFITS
Because of your service, or the service of a loved one, you have a host of benefits and resources available through the V.A.(and other agencies).