I specialize in estate planning, wealth transfer planning, estate and trust administration and charitable gifts with an emphasis on the care of children, including designating guardian and temporary guardians. I counsel clients on all aspects of trust and estate planning, including wealth transfer plans combined with the implementation of personal and financial goals. I also specialize in small business transactions for the aspiring entrepreneur and small business owners.
Estate Planning Services:
It is never too early or too late to create a comprehensive plan for your loved ones. Whether you are buying your first house, having your first child or planning your retirement, creating thoughtful documents are always important. Make the decisions so your family won’t have to during stressful times. Your estate plan is composed of living documents, meaning they need to change as situations and circumstances in your life change. Let me help you leave a map, not a mess so your loved ones can follow a perfect path.
Services Include:
- Drafting complex estate plans, wills, trusts, financial durable power of attorney, medical durable power of attorney, living wills, and all other legal documents related to estate and trust planning.
- Meeting with you at your home to create a specific estate plan to meet your individual needs.
- Conducting extensive legal research on issues directly related to your trust and estate planning, including recent amendments to state and tax law, legal protections for children, and grandparents’ rights.