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Our Estate Planning Legal Services

 

 

 

 

 

 

 

Legal Services:

  • Tax Strategies for Clients with Real Estate Holdings;
  • Income Tax, Capital Gains Tax, & Estate Tax Planning;
  • Asset Preservation Planning;
  • Probate of Estates;
  • Living Trusts to help avoid Probate;
  • Assistance With Post Death Administration;
  • Estate & Financial planning for Domestic Partners.

Additional Legal Services Available:

  • Last Will and Testament
  • Power of Attorney For Assets ( POAP )
  • Health Care Power of Attorney ( POAHC )
  • Inter Spousal Property Agreement
  • Pre-Marital Agreement
  • Leather Binder (Optional)

IMPORTANT NOTE:

After an initial consultation, employees with more complex estate issues will be provided an explanation and price quote that deals with those specific considerations. The employee can then decide whether or not to include these additional services to the basic Estate Plan price.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck