Estate planning is all about flexibility and control, and as the saying goes, "an ounce of prevention is worth a pound of cure." 

By taking the appropriate steps now, we can help avoid unforeseen negative effects in the future. Whether you are first striking out on your own, or you have an established family of four generations, we can help develop a plan for the future. We will work with you to identify your wishes and goals, then craft a plan specific to your circumstances to meet your needs.

Rob has been and continues to be extremely helpful with navigating legal issues and responsibilities of a trust after the death of a loved one. As issues continue to arise, he’s always just a phone call away. We feel we are in very good hands. Thank you Rob!
— Maureen Ray

Estate Planning Focus

  • Digital Asset Protection
  • Family Partnerships
  • Conservatorships
  • Guardianships
  • Living Wills
  • Wills
  • Foreign Trusts
  • Powers of Attorney
  • Special Needs Trusts
  • Unitrust Conversions
  • Living/Inter Vivos Trusts
  • Charitable Remainder Trusts