Estate planning is one of the most important steps you can take to protect your loved ones and ensure your wishes are honored. As a Rhode Island estate planning attorney, I understand that these conversations can be difficult, which is why I take a down-to-earth approach, explaining everything clearly and concisely so you feel confident and at ease throughout the process.
I work with clients to create essential estate planning documents, including:
- Health Care Proxies
- Powers of Attorney
- Last Will & Testaments
- Trust Documents
As a RI will and trust lawyer, I can help you build a plan tailored to your goals. A trust is often the centerpiece of an estate plan, offering flexibility and significant benefits. Trusts help avoid probate, provide tax advantages for married couples, and allow parents to structure inheritances for their children—ensuring distributions happen at appropriate ages or in specified amounts.
Some of the trusts I prepare include:
- Marital and Family Trusts
- Special Needs Trusts
- Irrevocable Life Insurance Trusts
- Revocable and Irrevocable Trusts
I also work as a RI living will lawyer and Rhode Island healthcare directive attorney, helping you outline your healthcare preferences before a crisis arises. To avoid probate entirely, I’ll help you ensure that your assets fall into one of three categories: joint ownership, beneficiary designations, or trust-held property. My goal is to make estate planning straightforward and stress-free, empowering you to make informed decisions for your family’s future.
Whether you’re creating a simple plan or need a more complex trust structure, I’m here to help you protect what matters most. As an Estate Lawyer in Lincoln RI and part of a trusted Rhode Island elder law firm, I also assist families with long-term care planning and elder law concerns.
