Young families are often focused on ensuring their children are taken care of in the event of an accident.  It is important to consider both short and long-term care needs when planning for your children’s future.  We help you craft a plan that meets your needs at various stages of life.


Passing Value & Responsibility To Family Members

  • Wills
  • Fully Funded Revocable Living Trusts
  • Dynasty Trusts
  • Wealth Replacement Trusts
  • Private Foundations
  • Testamentary Foundations
  • GRAT’s & GRUT’s
  • STARR Trusts
  • Educational Trusts
  • Kids Protection Plans
  • Legacy Interviews

Maintaining Control Over Your Person & Affairs

  • DSPA’s
  • Health Powers
  • Living Trusts
  • Long Term Health Care
  • Disability Protection
  • Salary Continuation Plans
  • Living Wills