Estate Planning Services

We are committed to assisting you in analyzing your affairs to minimize taxes, probate fees, costs, reduce family squabbles and protect and guide your family and finances.  How do you know that We can help? Because, we literally wrote the book on it!  You can download a FREE copy of Attorney Thom Cox’s book – The “Organized Life Workbook”.  Go to the RESOURCE Page to download this 169 page book.

Understanding to implications of medical and estate planning at creating a comprehensive and personalized plan that may include essential estate planning documents.

Estate Plan – Revocable Trusts, Last Will and Testament, Enhanced Life Estate Deed, Trust deeds

Medical and Financial – Healthcare Surrogate, Pre-need Guardian, Durable Power of Attorney, Living Will, Organ Donation, HIPAA Authorization, Memorial Plans

Asset Protection – Business Succession Plans, LLC, Asset Protection Trusts, Foreign entities, Family Limited Partnerships