Prepare estate plans for a variety of clients and taking  into consideration Federal Estate Tax consequences for 2025.

Prepare and advise clients on the use of revocable trusts, family limited partnerships (FLPS), limited liability companies, irrevocable trusts for Federal Estate tax planning tool and  to hold life insurance and for other uses, durable powers of attorney for healthcare, durable general  powers of attorney for property management , competency and undue influence issues, estate , retirement asset planning and valuation issues and veterans assist program.

Counsel families on handling succession issues where there are significant business assets and a group of heirs who have differing needs, abilities and interests in the business.

Probate estates and administer living trusts for the beneficiaries.

Providing asset protection planning for clients and their beneficiaries to protect assets from claims of creditors and from the claims of spouses in divorce and the "safe Trust" as an asset protection tool for beneficiaries.

Crypto Plans to allow your executor access