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Services

- Wills, individual or married couples
- Codicil
- Revocable Living Trust
- AB Trust
- Irrevocable Trust
- Irrevocable Life Insurance Trust (ILIT)
- Intentionally Defective Grantor Trust
- Stand Alone Retirement Trust (SRT)
- 1st and 3rd Party Special Needs Trusts

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- Grantor Retained Interest Trust (GRIT)
- Grantor Retained UniTrust (GRUT)
- Charitable Remainder Trusts (Annuity and UniTrust – CRAT and CRUT)
- Medicaid Asset Protection Trust - MAPT
- Qualified Terminable Interest Property Trust (QTIP)
- Advanced Healthcare Directive
- Healthcare Power of Attorney (Healthcare Proxy)
- Power of Attorney (General and Durable)

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Basic Estate Plan, Individual

  • Will

  • Power of Attorney

  • Healthcare Power of Attorney

  • Advanced Healthcare Directive

  • HIPPA waiver

Basic Estate Plan, Married Couple

  • Will, 1 each

  • Power of Attorney, 1 each

  • Healthcare Power of Attorney, 1 each

  • Advanced Healthcare Directive, 1 each

  • HIPPA waiver, 1 each

Revocable Trust Estate Plan, Individual

  • Will

  • Power of Attorney

  • Healthcare Power of Attorney

  • Advanced Healthcare Directive

  • HIPPA waiver

  • Revocable Living Trust

Revocable Trust Estate Plan,

Married Couple

  • Will, 1 each

  • Power of Attorney, 1 each

  • Healthcare Power of Attorney, 1 each

  • Advanced Healthcare Directive, 1 each

  • HIPPA waiver, 1 each

  • Joint Revocable Living Trust

Separate Revocable Living Trust Estate Plan, Married Couple

  • Will, 1 each

  • Power of Attorney, 1 each

  • Healthcare Power of Attorney, 1 each

  • Advanced Healthcare Directive, 1 each

  • HIPPA waiver, 1 each

  • Revocable Living Trust, 1 each

Medicaid Estate Plan, Individual

  • Will

  • Power of Attorney

  • Healthcare Power of Attorney

  • Advanced Healthcare Directive

  • HIPPA waiver

  • Irrevocable Trust

Medicaid Estate Plan, Married Couple

  • Will

  • Power of Attorney, 1 each

  • Healthcare Power of Attorney

  • HIPPA waiver

  • Irrevocable Trust

Special Needs Estate Plan, Individual

  • Will

  • Power of Attorney

  • Healthcare Power of Attorney

  • Advanced Healthcare Directive

  • HIPPA waiver

  • Special Needs Trust

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