Providing the Support & Expertise You Need

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Estate Planning

Simply put, an estate plan is comprised of legal documents that clearly state how your assets will be managed in the event of your death or incapacitation. Most of us put off estate planning because it seems daunting, and frankly, it is uncomfortable to think about how to provide for loved ones and protect our assets if something were to happen to us. We make taking that first step easier with an initial meeting to discuss your goals. From there, we craft a plan to meet your needs and ensure that your wishes are carried out.

    • Health Care Proxy to name a trusted individual to make healthcare decisions for you

    • Power of Attorney for management of finances

    • Trust to protect assets and minimize tax obligations

    • Will to name guardians for minor children and to distribute assets to beneficiaries

    • Special Needs Trust to protect vulnerable loved ones

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Elder Law

This area of law focuses on issues that affect seniors and the laws that protect their rights. Many clients who seek help in this area are struggling with concerns over long-term care, end-of-life considerations, or elder abuse. We provide peace of mind while helping you navigate the unknown by structuring a plan that ensures your loved one has precisely the support they require to thrive.

    • Determine if home care or assisted living is the best option

    • Optimize government benefits and insurance to cover long-term care costs

    • Establish a guardianship or conservatorship for an aging loved one

    • Create legal documents to uphold end-of-life choices

Estate Administration

Being named Personal Representative or Trustee comes with numerous responsibilities. We ensure the estate administration process goes smoothly by providing the following services to support you in this role:

  • Guidance throughout the probate process

  • Representation for you in your role as Personal Representative or Trustee

  • Direction regarding the distribution of assets to beneficiaries

  • Communication with financial institutions and heirs

  • Final preparation of accounts and closing of estate

Book Your Initial Meeting

Get in touch to book an initial meeting and start planning today for a more secure future.

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Please Note

I always discuss my fee structure during our initial meeting so you will have all the necessary information to make the right choice for you and your family.