Services

PROTECT YOUR FAMILY.
PLAN FOR YOUR FUTURE
AND THE WELL BEING OF THE ONES YOU LOVE.

​Estate Planning

​Planning For Everyone You Love And Everything You Have

Do You Really Know?

Do you know beyond a shadow of a doubt what would happen legally and financially to you, your loved ones, your money and everything else you care about if something unexpected happened to you?

If you have an estate plan and it is out of date, your assets could be lost to the state department of unclaimed property or to an unnecessary and public court process.

If you do not have an estate plan, then your state has a plan for you, and it's probably not what you want.

Here’s the bottom line: If you have someone or something that you want to protect, then the first step is to find out exactly what would happen legally and financially so that you can decide if the current state of your affairs is okay with you.

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Health Care Directive

Health Care laws are complex. We're here to help you handle it all.

In the absence of a proper Health Care Directive, your loved ones will have to go to Court to help you in the event of your incapacity.

The law does not presume your spouse or partner has your best interest at heart or that you would want them to make medical decisions for you if you cannot make your own decisions.

If something happens to you, your kids could be taken into the care of strangers.

If you don’t make plans for your incapacity or death now, a judge or the State will be making those decisions for you.

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Planning For Your Children

Did you know that 69% of parents haven't named guardians for their kids?

Having a Will alone does not ensure the care of your kids if the unthinkable happens to you!

If you are a parent of minor children who are counting on you, your estate plan must begin with ensuring your children would always be taken care of by the people you want, in the way you want, no matter what happens.

One of our areas of greatest expertise is in planning for the well-being and care of the children you love
all the way from newborn to age of majority, and all the way through adulthood if your child has a special need.
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Webinars

Join Us For a Webinar on How You Can Complete Your Estate Plan From Your Living Room

Please join us for a very special and timely webinar on how you can virtually complete your estate plan from your living room, and have absolute certainty about what would happen to everything you have and everyone you love in the event something happened to you during these uncertain times.

Attorney Shane Jasmine Young, Esq. will also educate you on wills and trusts and how they work, how to make sure your family is protected and stays out of court and conflict in the event of your incapacity or death, and how to leave a legacy of love that goes beyond just money.
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OUR ACCOLADES

We'll provide you with the experienced professionals to handle all your accounting needs. 
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