Trusted Partners in Estate Planning
We are now in-network with ARAG LEGAL INSURANCE and accept their legal insurance plans (Fixed Flat Rate and Discounted Hourly Rate Plans)
Estate Planning
​Special Needs Planning
Probate
Protect your legacy, protect your assets, provide peace of mind for you and your loved ones with Comprehensive Bespoke Estate Planning Solutions.
Protect your disabled loved ones by preparing for their care when you're not able to provide it and protect their entitlement to benefits with Special Needs Planning.
Allow us to represent you in probate, should a family member pass without a sufficient estate plan to protect you from the cost and stress of probate, let our attorney's take this weight off your shoulders and litigate on your behalf. Our dedicated team is here to help!
Are you concerned about...?
When our clients come to us, they're often worried about the future, concerned for their loved ones, and are intimidated by what it takes to put an estate plan in place. Have you been concerned by:
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Creating or updating an Estate Plan
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Avoiding probate (or minimizing its cost/delay)
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Establishing revocable living trusts
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Naming guardians for minor children
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Reducing or eliminating federal estate taxes (for high-net-worth individuals)
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Protecting assets from creditors or lawsuits
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Protecting inheritance from a beneficiary’s future divorce
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Protecting assets for a child or loved one with special needs (special/supplemental needs trusts)
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Providing for a child or beneficiary with addiction or financial irresponsibility issues (spendthrift provisions)
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Planning for blended families/second marriages (protecting children from prior relationships)
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Ensuring a surviving spouse is cared for while preserving assets for children
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Business succession planning (who will run or own the business after death or incapacity)
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Charitable giving goals (charitable remainder trusts, donor-advised funds, private foundations)
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Planning for pets (pet trusts)
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Digital assets and online account access after death
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Firearm or NFA (National Firearms Act) item transfers (gun trusts)
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Minimizing family conflict after death
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Planning for long-term care or Medicaid eligibility (while protecting some assets)
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Transferring real estate (primary home, vacation home, rental properties, farmland) efficiently
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Dynasty or generational trusts to keep wealth in the family for multiple generations
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Reviewing or updating an existing estate plan after life changes (birth, death, divorce, marriage, move to another state, significant increase/decrease in wealth)
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Privacy concerns (keeping the estate out of public probate records)
Schedule a Consultation with one of our qualified attorneys, and get help with these issues and more as soon as today.
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John D.
"After speaking with several attorneys I went with Kelly she is amazing got the job done in a timely matter and explained everything needed to make the process easy !! I will be using her firm with any future matters !!!"
Jesus C.
"Focused on providing responsible, diligent, and personalized service to meet the needs of its clients, striving to provide accurate, respectful, and responsive service, always willing to assist and dedicated to timely responses to achieve the best results."
Felicia B.
"Kelly is a very knowledgeable attorney. She is easy to work with and is meticulous in seeing the nuances of a case. I highly recommend her!"
