SERVICES
Essential Estate Planning Package
Everyone should have the Essential Estate Planning Package. This package can provide peace, privacy and ensure your choices for the future are carried out. This package includes a Will, Revocable Trust, Medical Directive/Living Will, Durable Power of Attorney, and Deed. This is provided at a flat-rate fee and includes our collaboration, execution of all documents, answers to your questions and some updates to your plan as your life changes.
Trusts
Words matter. The words in your trust dictate what the trust does and doesn’t do. I will expertly craft trusts on your behalf that will help you achieve your goals. These include revocable, irrevocable, Special Needs, Medicaid Asset Protection, pet and gun trusts.
Business Succession Planning
Cyrpto, Digital Assets, NFTs and Blockchain technology has its own language. You want someone who speaks Web3 to help you plan what happens to this asset class. Having a deep understanding and experience in this industry allows me to speak your language and protect your digital assets.
Having the right plan in place can provide peace of mind for small business owners. Businesses have complex ownership, assets and liabilities. You and your loved ones should understand what is going to happen to the business if something happens to you.