Our services

Estate Planning

We provide a wide range of professional services to meet your needs. We promise to provide every service with a smile, and to your highest level of satisfaction.

Will Writing

Making a legally binding will is the only way to ensure your estate will be dealt with according to your wishes. Your will should be clear and concise because, at the time of its reading, you will not be around to clarify your intentions. A will is your chance to provide for your loved ones after your death, state your plans for your funeral and appoint an executor that you know and trust to enact these wishes for you.

Trust

Trust is a fiduciary relationship in which one party, known as a settlor, gives another party, the trustee, the right to hold title to property or assets for the benefit of a third party, the beneficiary.

 

Types Of Trust Available

a. Testamentary Trust

b. Private Trust

c. Living Trust

d. Buy Sell Trust

Business Life Insurance

When businesses have multiple partners and one  passes away, it can be difficult to sort out the remaining shares. Businesses can set up a buy-sell agreement that  says the proceeds of a life insurance policy will buy out the deceased partner’s shares and sell them back to the business. Buy-sell agreements can be an important tool for business owners’ estate planning to avoid personal and business conflicts.     

Our Business Associates

Interested in our services? We’re here to help!

We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.

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