- Divorce
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- Medicaid PlanningPlanning 301: Asset Protection Planning; Planning for Special Needs Children; GST Basics; and Using International Life Insurance
- Estate PlanningWe truly hope you will enjoy your Client Portal. We believe this is a state-of-the-art method of dealing with the many different aspects of estate planning. From the elimination of having to make paper copies of your documents to share with your loved ones, to attempting to save copies of your documents on older CD Rom or Flash Drives, to giving your loved ones immediate 24/7 access to all of your important matters, we believe an online client portal system is the wave of the future.
- Wills
- Trusts- optional yearly Family Care Program™ to maintain proper asset alignment and balancing of trust funded assets, lifetime free updates and changes to plan documents due to law changes or family changes, PLUS lifetime free access to law firm for future questions (all phone calls and emails and in-person meetings are free), PLUS discounted trust administration
- Power of AttorneyOne of the many benefits of your Client Portal is that you can add other people to your Client Portal. You may invite your children (or just some of your children), your Successor Trustees, Powers of Attorney, Health Care Agents, etc. to be able to view and download those portions or sections of your Portal you choose to share.
- Probate