Estate planning is one of the most important steps you can take to protect your loved ones and ensure your wishes are honored. 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
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
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.
