Most people arrive here needing two or three of the things below rather than all of them. The free call is where we work out which.
Everything is quoted as a flat fee agreed before work starts, and George handles every matter personally.
Revocable Living Trusts
The centerpiece of most plans. Decides who receives what, when, and on what terms, and carries it out without the probate court.
Read more →Wills
The only place you can nominate a guardian for minor children, and the safety net for anything outside your trust.
Read more →Powers of Attorney
Financial power of attorney and patient advocate designation. The documents families reach for most often, and the ones that matter while you are alive.
Read more →Medicaid & Long-Term Care
Planning for nursing home and in-home care costs, the five year lookback, and what can still be done once a family is already in crisis.
Read more →Special Needs Planning
Providing for a disabled family member without costing them the SSI and Medicaid benefits they rely on.
Read more →Business Succession
Making your operating agreement and your estate plan say the same thing, and deciding who has authority on day one.
Read more →Also handled
Deed preparation and trust funding, LLC formation and operating agreements, and reviews of plans drafted by other firms. Plan reviews are worth asking about regardless of who prepared the original, because the most common defect we find is a trust that was never funded.