PRACTICE AREAS
PERSONAL TRUSTS
A personal or family trust is the best layer of protection one can have if you own your home and/or other assets. Trusts can help to lower, or eliminate, estate taxes while helping to establish generational wealth. They can, significantly, lessen the time it takes to close an estate and distribute your assets to loved ones.
Personal and Family Trusts and Shared Trusts
PERSONAL WILLS
Property Disputes Among Loved Ones
Over the 30+ years that we have been helping families, we have seen unfortunate situations where family members have conflicts over inheritances and expectations. A personal will helps to minimize family disputes as it expresses your clear intent for passing on your assets.
Professional Wills
Healthcare Services and HIPPA
A professional will is the newest member of Estate Planning products. A professional will is needed if a service provider passes and his or her business uses sensitive and private information that is regulated or protected by government agencies. A professional will is the instrument that will aid in the passing of client information to the next service provider consistent with HIPPA or other regulatory guidelines in an effort to protect patient information.
Simple Accounting & Notary Services
Our services include filing for simple tax returns (1040 tax returns) with no more than 3 home-based businesses. Mobile notary services are available for a fee (including travel) but, you must provide two, non-related, witnesses in cases where power of attorney documents or wills/trusts need to be notarized.
Simple Tax Returns & Mobile Notary Services