Legal Tools and Planning Resources

Our practice is built on providing clients with clarity, security, and peace of mind. To achieve this, we rely on a comprehensive set of legal tools and planning resources designed to protect your assets, safeguard your wishes, and support your family’s future. Each document and strategy plays a unique role in creating a personalized plan that fits your specific needs—whether it’s preparing for retirement, managing a business, or ensuring loved ones are cared for.

Trusts for Every Need

  • Revocable Trusts

  • Irrevocable Trusts

  • Joint Trusts

  • Retirement Benefits Trust

  • Charitable Remainder Trusts

  • Charitable Lead Trusts

  • Wholly Charitable Trusts



Healthcare and Personal Decision-Making

  • Durable Power of Attorney & Other Delegation Documents

  • Health Care Directive

  • Living Will

  • Remains Agent Form

  • Standby Guardian Form

  • Power of Attorney for Education

Business and Financial Planning

  • Business Planning Consulting

  • Family Limited Partnership Agreements

  • Assignment of Limited Liability Company Interest

  • Limited Liability Company Agreement

  • Buy-Sell Agreements

  • Marital Agreements

  • Spousal Agreement and Consent

  • Community Property Agreement

Elder Law & Special Needs

  • Elder Law and Special Needs Planning

  • Asset Protection Planning Documents

  • Medicaid Application Companion Documents

  • Veteran’s Benefits Administration Verification Documents