Services

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Kid's Protection Plan

A Kids Protection Plan® is a set of instructions, legal documents and an ID card for your wallet, which you need to have if you have kids at home who count on you for their well-being and care.

If you are in an accident, your Kids Protection Plan® will make sure your children are never taken into the custody of Child Protective Services, strangers or the care of anyone you wouldn’t want because the authorities don't have clear instructions from you.  And your Kids Protection Plan® will ensure your children are raised by people you choose, not someone chosen by a Judge who doesn’t know you.


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Estate Planning

  

Do you know what would happen legally- to you, your loved ones, your money and everything else you care about – if something unexpected happened to you?

If you don’t know then the first step is to find out exactly what would happen, legally and financially, so that you can decide if the current state of your affairs is okay with you. We will conduct a Lifetime and Legacy Planning Session, where we spend time together and you’ll get informed. Then we can design an estate plan for you that will best suit the needs of your family. When done correctly and maintained over time, your estate plan should help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes.

Last Will and Testament HIPAA Authorization

Revocable Trusts Children's Protection Plan

Power of Attorney Amendments & Restatements

Advanced Healthcare Directives Funding your Trust

Trust Amendments and Restatements

Funding your Trust

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