Asset & Business Planning

As more Americans become entrepreneurs, they discover that wise business planning is essential to their success today and their financial security tomorrow. Our law firm can help you achieve your goals, whether your business is a one-person operation or one striving for a place on the Fortune 500 list.
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Elder Law & Medicaid Services

Confused about Medicaid? You’re not alone! The complexity surrounding this constantly changing area of the law can sometimes feel overwhelming… it doesn’t need to be.
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Estate Planning Services

Estate planning is the creation of a definite plan for managing your wealth while you’re alive and distributing it after your death. These assets may be owned by you separately or jointly with others.
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Financial Planning Assistance

Our law firm’s philosophy has always been to help families preserve their wealth and achieve their long-term financial goals. The coordination of the estate plan and financial plan is vital.
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Incapacity Planning

Are you prepared for incapacity if it occurs? Most people are not which is why incapacity planning is so important. People frequently make the mistake of assuming that incapacity planning is only important for the elderly when,
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IRA & Retirement Planning

At first glance, the concept of Individual Retirement Accounts (IRA), 401(k)’s and other retirement plans seems simple enough: A structured way to save for your golden years while deferring taxes on your growing nest egg.
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Legacy Planning

The best things in life aren’t things. Such a simple statement, but it holds so much meaning and intent. We know there is value in our financial assets, but more importantly, there is even greater value in our family treasures like family history, morals, beliefs and heirlooms.
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Probate

At some point in your life you will likely find yourself involved in the probate of an estate. That involvement could be the result of being the legal heir or a named beneficiary of the estate of a decedent.
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Wills & Trusts

Most people execute a Last Will and Testament as their primary estate planning document when they create their initial estate plan. While a Will continues to remain important,
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Special Needs Planning

Planning for the future through the creation of a comprehensive estate plan is important for every adult. As the parent of a child with special needs, however, planning for the future takes on an even greater importance.
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LGBTQ Estate Planning

In recent years, the LGBTQ community and their supporters have experienced important, and long-awaited, victories in the fight for equality and acceptance.
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There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

Client Review

May 25, 2021

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action. In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

Estate Planning