Estate Planning


We believe that a strong estate plan enables you to have lasting peace of mind. Whether your individually prepared plan is to minimize estate taxes, provide Medicaid planning, or to protect the interests of a disabled child or family member, your plan is developed with cutting edge knowledge and compassion.

Your plan may include:

  • Last Will & Testament

    • Bypass or credit shelter trusts to minimize estate taxes

  • Living Trusts to Avoid Probate

  • Supplemental Needs Trust

  • Insurance Trusts

  • Pre-Nuptial Agreements

  • Post-Nuptial Agreements

  • Irrevocable Trusts

    • Protection of assets for Medicaid purposes