Estate Planning Services

Client Solutions

All protection plans include Ancillary documents:

• Pour-over Wills
• Durable Financial Power of Attorney
• Advanced Health Care Directive (Living Will)
• HIPAA Authorization
• Anatomical Gift
• Remembrance and Services Memorandum
• Personal Property Memorandum
• Certification of Trust

Individual Protection Needs

• Individual Revocable Living Trust ​with Common Trust for Descendants
• Individual Revocable Living Trust with Separate Trust for Descendants
• Individual Revocable Living Trust with Separate Lifetime Trust for Descendants
• Individual Revocable Living Trust with Generation-Skipping Tax Trust for Descendants

Joint Protection Needs

• Joint Revocable Living Trust with Common Trust for Descendants
• Joint Revocable Living Trust with Separate Trust for Descendants
• Joint Revocable Living Trust with Separate Lifetime Trust for Descendants
• Joint Revocable Living Trust with Generation-Skipping Tax Trust for Descendants

Special Protection Needs

• Individual and Joint Irrevocable Life Insurance Trusts (ILIT)
• Charitable Remainder Trust
• Charitable Lead Trust
• Business Succession (Buy-Sell Agreement)

Call us to discover how we can help you protect your family. (334)-440-6165