Our Services

We offer custom estate planning and intellectual property services to protect your loved ones, assets, and legacy.

Estate Planning

Basic

Will-Based Plan

Perfect for individuals and families who want to ensure their minor children are cared for and their medical and financial decisions are clearly outlined. This plan provides essential documents, including:

  • Wills

  • Medical powers of attorney and advance directives

  • Financial powers of attorney

  • Protective provisions for minor children

Your will can also be designed to create trusts upon your death to protect your assets and ensure they’re distributed according to your wishes.

Intermediate

Trust-Based Plan

Ideal for families who want to avoid probate, maintain privacy, and ensure a smooth transfer of wealth to their heirs. It includes:

  • Revocable living trusts

  • Medical powers of attorney and advance directives

  • Pour-over will

  • Protective provisions for minor children

This plan ensures lifetime incapacity protection and allows your loved ones to avoid court involvement. While asset transfers (trust funding) are handled by you, we guide you every step of the way to make the process easy and stress-free.

Advanced

Wealth Preservation Plan

For individuals with complex estate needs, including business succession planning, creditor protection, and advanced tax strategies.

This plan offers sophisticated tools to secure your legacy, such as:

  • Standalone retirement trusts

  • Irrevocable life insurance trusts

  • Asset protection trusts

  • Additional business entities or trusts

You’ll receive everything included in the Trust-Based Plan, plus advanced strategies to preserve wealth for future generations.

Intellectual Property

Trademark Protection

Your brand is one of your most valuable assets—protect it.

We help you secure your business name, logo, and slogans through trademark registration. This not only prevents infringement but also increases your business’s value and ensures your brand remains uniquely yours.

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Wills vs. Trusts

Your Guide to Making the best Estate Planning Choice