Living Trusts and Wills

These are the main instruments we can discuss to put your assets into the hands of family or other loved ones.

Powers of Attorney and Living Wills

These instruments allow you to delegate business and healthcare decisions to one or more loved ones, and allow you to memorialize your intent regarding major healthcare decisions, which can spare your family from very difficult choices.

Small Business Succession

Maybe you have an LLC or S Corporation: you may want to gradually transition family into ownership or provide some transition after your life. We will talk you through some possibilities, then craft what works best for your family.

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Your Custom Estate Plan

No one has the same blend of family, assets and wishes as you. We will walk you through what is ideal for you and your family, and at the end of the day, you will have a simple estate plan. Chances are you will tell friends it was easier than you anticipated.

Next Steps...

Call Dan, we will talk about your main objective(s), and we'll get started, simplifying your life, and giving you one less thing to worry about.