OUR MEMBERSHIPS
PRACTICE AREAS
Guardianship
Guardianship
Estate Planning Attorney
Estate Planning Attorney
We will help you design a plan that provides for the disposition and administration of your assets during your lifetime and in the event of your incapacity or death, according to your wishes.
Medicaid Planning
Medicaid Planning
With proper planning, you don’t have to lose everything to a nursing home if you, your spouse or your parent is in need of long-term care.
Trust Administration
Trust Administration
Trust administration is a complex process even when a proper estate plan is in place. Let us help you ease the burden on your family by handling this process for them.
New Parent Planning
New Parent Planning
When you welcome a new child into the family, it is a time of wonder and excitement. It is also a time of new responsibilities.
Asset Protection
Asset Protection
Successful people know that preserving wealth is sometimes more difficult than creating it. The risk exposure of your assets is largely determined by financial and managerial decisions.
Estate Litigation
Estate Litigation
The loss of a loved one is a difficult, even traumatic experience. Unfortunately, serious conflicts often arise when it comes time to discuss estate litigation.
Special Needs
Special Needs
Individuals with disabilities who need medical assistance often require lifetime care. With proper planning you can ensure that your loved ones are provided for.
Client-Centered Representation
We understand how difficult the legal process can be. For that reason, we are committed to simplifying it as much as possible. We don’t use “legalese” and our processes are far from complex. Our attorneys are simply here to provide you with clarity on how the legal system works, and navigate you through the matters you are dealing with.
Putting Clients First
Transparent Guidance
Flat Fee Arrangements
Open Communication
Compassionate Counsel
Free Educational
Workshops
Veterans
Benefits
Estate Plan
Maintenance Program
ATTEND OUR WORKSHOP
How to Protect Your Stuff in 3 Easy Steps!
Join us for a Free Educational Workshop that covers frequently asked questions and common misconceptions regarding Wills & Trusts, Asset Protection, Medicaid Qualification, Long-Term Care, and Estate Taxes. Learn from attorneys some of the strategies and tools that will allow you to protect your savings, estate and preserve your legacy. We help our clients, and professionals in the field, create individual estate planning solutions that work. We have a variety of workshops that teach fundamental estate planning concepts. Reservations are required.
Michael T. Willis, Esq
Founding Attorney
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Mon – Fri: 9am – 5:30pm
Latest Blog Posts
How Community Property Affects Estate and Tax Planning
In most states, spouses can purchase and own property separately from one another. However, in community property states, if one spouse purchases property, it is the property of both spouses. This has implications for both estate and tax planning.
Using an Intentionally Defective Grantor Trust to Transfer Assets
An intentionally defective grantor trust allows wealthy families to transfer assets from one generation to the next while achieving significant tax savings. IDGTs are especially useful if you have assets that will appreciate significantly over time.
What to Do If You Want to Leave Your Children Unequal Inheritances
Parents usually want to leave their children equal shares of their estate, but equal isn’t always fair. If you plan to provide more (or less) for one child in your estate plan, preparation is important.