Estate Planning

   Attorney at Law
   Certified Public Accountant

    Real Estate Broker 

1. Wills

2. Living Trusts

3. Advance Health Care Directives

4. Durable Power of Attorney

5. Social Security

6. Medicare

7. Medical Insurance Contracts

8. Long Term Care Insurance Contracts

9. Retirement Plans – Analysis, Design, Implementation

    and Maintenance

10. Sales of Residence Planning

11. Pour Over Wills and Will Contracts

12. Trusts for Estate and Gift Tax Planning

          A. Marital Deduction

        B. Residence

        C. Life Insurance

        D. Intentionally Defective Grantor Trusts

        E. Other

13. Asset Protection Trusts & Dynasty Trusts

14. Non-Probate Transfers

15. ERISA Retirement Plan Consulting and IRA Consulting

16. Accounting for Assets and Liabilities

17. Asset Searches, Valuation of Assets and Businesses

18. Probate Administration