Our Services

Will Drafting & Will Writing

• Distribution of assets

• Appointment of executors and guardians

• Prepare Schedule of Assets

Lasting Power of Attorney (LPA)

• Personal welfare and medical decisions

• Property & affairs

• Special Needs Trust (SNT)

• Appointment of Deputy (under the Mental Capacity Act)

• Letter of Intent (LOI) for Special Needs Child

• Guardianship Planning

Special Needs Planning

Trust Planning

• Revocable and irrevocable trusts

• Standby living trusts

• Testamentary trusts

• Asset protection trusts

Business Planning

• Business Succession

• Buy-sell Agreement

• Shareholder Agreement

• Exit Planning

• Family Office & Multi-Generation Wealth Transfer

Financial & Tax Strategies

• Insurance Planning with Estate Goals

• Estate Tax & Liquidity Planning