Top notch estate planning requires an attorney to listen to the client, ascertain the client’s objectives and concerns and design a plan that best meets those objectives and addresses those concerns using the most effective techniques. The estate planning attorney must draw on his or her experience in different areas of law including probate, business, tax and real estate. Life experience counts as well.
I am committed to bringing my experience to bear to assist individuals and families reach their objectives for their future. We understand that each family is unique and that estate planning is more than a set of instructions that tells the government who your property should go to after your death. Our estate planning process is designed to understand your unique situation and goals and create a plan to pass your wealth, wisdom and values to your loved ones in the most efficient way possible.
By working with our firm you can be confident that your estate plan will be current, take advantage of the latest planning opportunities, and address your goals using an approach that makes sense to you and a strategy that you can be confident in.
Once we listen and understand your goals, a typical estate plan includes a Revocable Living Trust, Pour Over Will, Powers of Attorney and Advanced Healthcare Directives to document our clients’ wishes.
Whether you are looking to create your estate plan for the first time or to update your existing plan, we can help you create your comprehensive and personalized estate plan, providing you peace of mind that your wishes will be followed. We invite you to contact us today to begin planning for your future.