Our Services
When a plan needs more than the core documents.
Most estate plans are built from a familiar set of documents. Some situations call for more: a tax exposure worth planning around, a business that needs structuring, or a marriage where both people want their expectations in writing.
Others are not separate services at all. Protecting a loved one’s benefits, or keeping future care options open, is something we build into the estate plan itself. Either way, if your situation does not call for the extra work, we will tell you that plainly.
Does This Apply To You
Some situations ask more of a plan.
Most people arrive at this page because something about their circumstances does not fit the standard shape — even if they could not put a name to it. If any of the following sound like you, it is worth a conversation.
- You own a business, and nobody has settled what happens to it if you step away
- Your estate may be near or above the federal estate tax exemption, now or by the time it matters
- You own real estate in more than one state
- You are in a second marriage, with children from a first
- Your spouse is not a United States citizen
- A beneficiary should not receive money outright — because of age, circumstances, or benefits they rely on
- You hold assets that would be difficult to divide, value, or sell quickly
- You want to give to charity in a way that also works for your family
Seeing yourself on this list does not mean you need an elaborate plan. Several of these are handled comfortably inside a straightforward one. Knowing which is which is what the first conversation is for.
Areas of Advanced Work
Where we go further
Advance Estate Tax Planning
Reducing or eliminating estate and gift tax exposure while keeping control, flexibility, and alignment with your long-term goals.
Prenuptial and Postnuptial Agreements
Helping couples put financial expectations in writing, clearly and durably. We serve as a neutral facilitator and do not represent either party individually.
LLC Formation
Attorney-led formation that establishes ownership, control, and succession properly — not just the filing.
Special Needs and Medicaid‑Aware PlanningBuilt into your plan
We do not treat these as separate practice areas. If a loved one receives — or may come to receive — means‑tested benefits such as SSI or Medicaid, we can design the plan so an inheritance does not put that eligibility at risk. Where long‑term care is a realistic concern, we can keep the plan Medicaid‑aware so future options stay open. If your situation needs more than that, we will say so.
Working With Your Other Advisors
We would rather coordinate than work around anyone.
Clients with this kind of complexity usually already have a financial advisor, a CPA, or both — and often an insurance professional as well. The plan works best when the legal side and the financial side are built with knowledge of each other.
With your authorization, we speak directly with your advisors: confirming how assets are titled, checking beneficiary designations against the plan we have designed, and making sure a strategy that works on paper also works with the accounts you actually hold.
What that looks like
- Beneficiary designations reviewed against the plan, not assumed
- Retirement accounts coordinated with the trust structure rather than treated separately
- Business interests reviewed alongside any operating or buy-sell agreement
- Direct conversations with your advisors at no additional charge
Not sure which applies
You do not need to diagnose your own situation.
That is what the first conversation is for. Tell us what is going on, and we will tell you which of these matters for you and which does not.
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