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Estate Planning

For your estate planning needs, schedule a free consultation today.

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I help clients with all aspects of their estate and succession planning to meet their goals and objectives, such as the preparation of:

  • Revocable Trusts;
  • Wills;
  • Powers of Attorney; and
  • Advanced Health Care Directives.

One of the most valuable services an attorney can provide is the opportunity to discuss your situation in-depth and help you think about how your estate plan would play out in practice. Estate planning does not just encompass what happens to your assets after your death; it answers essential questions such as who will make decisions for you should you lose your capacity. A well thought out plan for your family and friends to follow is invaluable. 

Clients face a myriad of issues in making their estate planning decisions – such as who will take care of minor children and how to deal with animosity between children or other beneficiaries. I am here to assist you in finding the right tool for you and your family and reduce the risk of something going wrong after your death or incapacity. Estate planning mistakes can be expensive to fix – when they can be fixed at all. It is vital to make sure that your wishes guide your family and friends, and that your estate plan is crafted to reduce unintended consequences.
 

A primary goal of estate planning for many clients is to reduce or eliminate the delays and costs of a formal probate. Alternatively, in some circumstances, the court oversight provided in a formal probate process may be desired. A client’s needs can range from sophisticated tax planning to determining a simple mechanism (such as a transfer on death deed) to transfer a client’s assets upon their death.

It is my goal for you to understand the various options available to you to meet your needs and reduce the risk of something going wrong after your death or upon your incapacity. I am also happy to review and update your current estate plan to ensure it continues to suit your needs.