Building Estate Plans That Work For You
Everyone needs an estate plan to avoid probate; designate beneficiaries of your estate; ensure your minor children are taken care; and avoid estate tax.
I craft estate plans to meet your individual needs- whether you are just starting out or have made your place in the world.
I take pride in providing the highest service and ensuring that I understand your unique needs and goals as we collaborate to develop an estate plan. There is no need to gather documents or prepare for your free consultation, just come and speak with an estate planning expert.
Services
Crafting Your Plan
I collaborate with each client to ensure I understand your needs and the goals for your estate plan. I will explain the different options and tools I can use to help you achieve your goals. Together we will craft a plan that suits you.
No need to bring a bunch of documents or have every decision made, just come speak with me and we will craft the best plan for you.
Documenting Your Plan
Most plans include Wills, Revocable Trusts, Health Care Directive, and Powers of Attorney. However, you may need additional services based on your individual circumstances. I will assist in the execution of these documents.
Altering Your Plan
I provide support to all my clients after your plan has been executed. I will assist with updating your plan as your life and needs change.
"Someone’s sitting in the shade today because someone planted a tree a long time ago."
— Warren Buffett