Estate Planning & Wealth Transfer

From planning for a worry-free retirement to securing your legacy and protecting your assets for loved ones into the future, our experts are here for you. Enjoy peace of mind knowing you have a plan in place so you can just enjoy whatever’s next. We’ll get you there!

Plan for the Good Life

Despite what you may think, just about everyone needs an estate plan. Let Hook Law help you develop yours – to plan for the road ahead, and protect the ones you love.

Asset Protection

Crafting a plan to protect your assets is one of the most important things you can do for yourself and your family. Real property, personal property, bank accounts, stocks, bonds, retirement accounts and life insurance policies. You’ve worked hard for it all. Now is the time to make sure it’s protected.

Retirement Planning

Whether your retirement is around the corner or years away, Hook Law is here to help you plan for it. Our retirement planning strategies help you do more than secure your future. They secure your assets and anything you plan to leave to your designated beneficiaries.

Financial Planning

Sound, unbiased advice is essential when it comes to investment products. Hook Financial Services LLC is a registered investment advisor and member of the Financial Planners Association with two Certified Financial Planners® and numerous Investment Advisor Representatives on staff. We’re here to help you avoid planning mistakes and establish sound investment practices through unbiased advice and careful planning.

Tax Planning

Our tax law experienced professionals help you protect your assets and make the most of your financial opportunities. Ever-changing tax laws have a significant and lasting impact on your finances. We’ll help you take steps to protect your wealth and the ones you love well into the future.


How you receive your inheritance and invest in the future can have lifelong benefits and tax consequences. At Hook Law, our attorneys specialize in making sure you have a plan that protects all of your assets.

Settlement Proceeds Protection

Protecting your settlement or inheritance early on ensures that it’s there for you when you need it most. Hook Law’s experts help you navigate every tax consequence and potential financial penalty to protect your interests and your new assets.

Crisis and Emergency Planning Services

No matter how well you plan, sudden accidents and  events can turn your life upside down. Our experienced professionals are here to guide you every step of the way, with a wide variety of financial strategies and expertise to help you navigate the complexities when life throws you a curveball.

Blended Families

Blended families are wonderfully unique. They also come with  unique challenges. Especially when it comes to estate planning. But not to worry. At Hook Law, our attorneys are experienced in creating estate plans that protect loved ones and assets and create a smart, fair and comprehensive blended family arrangement.

Pet Trusts

Providing for your loved ones is important – and that should include your beloved pets. Adding a pet trust to your estate plan ensures that your pets will be well cared for and will always have a home, even after you’re gone.

Planning For Blended Families

A comprehensive estate plan protects everyone in your blended family. Your assets and future wishes, too. Experience the peace of mind that only estate planning can bring at Hook Law.
Older couple walking barefoot on the beach.

Tailored Solutions

  • Insurance Products
  • Titling Assets & Beneficiary Designations
  • Retirement Plans (401(K), IRA, Pension, Rollover Accounts Plans)
  • Business Entity Formation & Operating Agreements
  • Legacy & Disability Planning
  • Wills & Trusts
  • Power Of Attorney & Advance Medical Directives
  • Tax Planning
Make a Plan
Let's make a plan.
We help individuals and their families navigate the legal maze and implement plans to secure their futures. By working together, we're able to offer comprehensive planning, life care services and legal representation, giving you peace of mind for what ever life brings.