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.
Guardianship
Guardianship is a process by which the Court appoints a person to handle the affairs of an incapacitated person or a minor child. Many of our clients have family members who could hypothetically serve in this capacity; however, the guardianship role involves a significant burden. The legal system can be daunting and many family members understandably prefer to have the professional involvement of a professional guardian.
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.
