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Estate Planning Law

Compassionate Representation

Our Estate Planning Services

Wills & Last Wills

A legal document that expresses your wishes as to how your estate will be distributed after you die and as to who will manage your estate until its final distribution (executor).

Living Trust

A legal instrument that allows you to retain control over your assets during your lifetime, and then transfer them to a successor trustee to manage for the benefit of your designated beneficiaries upon your death. 

Child Lifetime Planning

A legal document is essential to address the guardianship, education, and financial support for children in event of the unexpected. It provides peace of mind and security for both parents and children in the event of the parent’s death, disability, or incapacity. 

Power of Attorney (POA)

Financial POA is a set of legal documents that authorize your agent to transfer your asset between accounts and manage your financial affairs if you become unable to manage them yourself. HIPPA/Medical POA is a set of legal documents that authorize your agent to make medical decisions on your behalf in the event that you become unable to make those decisions yourself.

Business Succession

A business plan addresses the process of planning and implementing the transfer of ownership/control of a business from one generation or owner to another.

Series LLC

A special type of LLC that is commonly used by real estate investors, which is composed of multiple “series” or cells (10 properties are 10 series). Each series/property can have its own assets, liabilities, and members, and the liabilities of one property do not affect the assets or liabilities of the other property.

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