Prepare for the Future
Be Prepared for all Possibilities
Dave has almost two decades of experience helping individuals and families set up their estates for the future, including wills, pre-need guardianships, and -- importantly -- revocable trusts.
We meet with you to develop and implement a comprehensive estate planning package that makes sense for YOU and is personalized to ensure that your estate is set up in the optimal way to maximize both wealth and your wishes.
- Revocable Trusts
- Wills
- Declaration of Pre-Need Guardians (for yourself and for your children)
- Durable Power of Attorney
- Living Wills
- Designation of Health Care Surrogates
- Asset Protection
- Asset Reorganization