Helping Families Plan, Protect, and Navigate the Future
Protecting What Matters Most—Your Family, Your Health, Your Legacy
Wills and Trusts
Compassionate estate planning to protect your legacy, provide for loved ones, and give you peace of mind—personalized to your unique needs.
Supplemental/Special Needs Trusts
Supplemental and Special Needs Trusts help protect the financial security of individuals with disabilities, while preserving their eligibility for public benefits.
Addiction Trust Planning
We help families create estate plans and trusts that support loved ones with substance use disorders while protecting assets and encouraging recovery.
Powers of Attorney
A Power of Attorney allows you to appoint someone you trust to manage your financial and property matters if you are unable to do so yourself.
Health Care Directives
A Health Care Directive lets you name a trusted person to make medical decisions and ensures your health care wishes are known and respected.
Prenuptial/Postnuptial Agreements
We help couples create prenuptial and postnuptial agreements that protect assets, clarify estate plans, and foster open, collaborative planning.
Financing Long Term Care
We help you understand and navigate long-term care financing options, so you can choose the best path to meet your needs and protect your assets.
Medical Assistance
We help families plan for nursing home and long-term care costs, protecting assets while securing needed care through estate and medical assistance planning.
