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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.

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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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Latest Blog Posts

Using an Intentionally Defective Grantor Trust to Transfer Assets

By |June 2nd, 2022|Asset Protection, Estate Planning, Family Planning, Guardianship, Long-Term Care, Medicaid Planning, Retirement Accounts, Special Needs, Taxes, Trust Administration, Wills & Probatesssss|

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.  

How Community Property Affects Estate and Tax Planning

By |June 2nd, 2022|Asset Protection, Estate Planning, Family Planning, Guardianship, Long-Term Care, Medicaid Planning, Retirement Accounts, Special Needs, Taxes, Trust Administration, Wills & Probatesssss|

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.