Estate Planning

  • Wills
  • Living (Management) Trusts
  • Pet Trusts and Other Pet-Care Planning Documents
  • Irrevocable Trusts and Special Needs Trusts
  • Financial Power of Attorney
  • Medical Directives


Resource Conservation

  • Medicaid Counseling
  • "Miller" Qualified Income Trusts
  • Budgeting
  • Daily Cash Management/Bill Paying
  • Accountings for Individuals Serving as Trustee
    or as Agent Under a Financial Power of Attorney


Financial Planning

  • Retirement Planning
  • Education Planning
  • Investment Planning
family with dog, and retired couple