Last Will

This is the plan. Scary, isn’t it? But failing to plan is risking your family’s future. Your will outlines where your assets, personal belongings, and even children will end up.

Special Needs Trust

For most of your family, they are perfectly able to care for themselves after you are gone. But what about those who really do need your help? A special needs trust provides for funding and care for individuals with special needs – including those born with congenital issues and those who become disabled in their later years.

Gun Trust

From my “cold dead hands?” Sure thing, but what happens then? A gun trust provides a succession plan for your firearms, accounting for common issues like an heir becoming legally unable to own a firearm, or future gun control making part or all of your collection illegal.

Pet Trust

What happens to your best friend (the furry one) after you’re gone? Or if you become incapacitated? Will your pets’ next companion provide them with their favorite foods, romps in the park, and quarterly veterinarian visits? Plan for your pets like they are your family – because¬†they are.

Financial Powers of Attorney

Appoint someone you trust to manage your financial affairs. It can be immediate or take effect when you are incapacitated (springing). It can terminate when you are incapacitated (non-durable) or last until your death (durable).

Advance Medical Directives

In times of medical crises, when you cannot make decisions for yourself, who will? And how will they know your wishes? A directive sets your decision-maker, limits on medical assistance, and if you wish, a Do Not Resuscitate (DNR) order as well.

Taxes Planning

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Investments Management

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Business Loan

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Retirement Plan

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