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- Custom Estate Planning
- Last Will and Testament
- Who is to be the executor
- Executor duties
- Guardians for minor children
- Burial and funeral wishes
- Trusts for Estate Planning
- Revocable Living Trusts
A revocable living trust is established during your lifetime and enables you to amend and/or revoke the trust.
- Children’s trust fund
- Special needs trust/supplemental needs trust
- Discretionary trust
- Planning upon divorce or remarriage
- Planning for domestic partners
- Planning for incapacity
- Power of Attorney
A person of your choice to make financial decisions for you, in the event you are unable to make the decisions yourself.
- Patient Advocate
A person of your choice to make medical decisions for you, including termination of life support if you so wish, in the event you are unable to make the decisions yourself.
- Guardianship/Conservatorship
- Probate proceedings
- Power of Attorney
- Administering Estates
- Probating a Will
- Trust administration
- Accountings to beneficiaries
- Estate tax returns
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