Life is full of significant challenges
Our mission is to help provide stability through these difficult times.
Our Services
Trusts
A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. Trusts can be arranged in many ways and can specify exactly how and when the assets pass to the beneficiaries. Trusts are often used for providing for the needs of special needs individuals.
Estates
An estate is the total of a person’s assets, including money, property, vehicles, and other personal items at the time of death. Probate is the process by which an estate is administered through the court and assets are distributed to beneficiaries.
Experience & Compassion
Knowledgeable
Julie attends educational sessions and training seminars annually.
Compassionate
We care deeply about the senior & disabled communities.
Experienced
We have worked with the senior and disabled population for two decades.
