Tailored Estate Plans for Every Chapter of Life

WHO WE SERVE

Two people looking at documents and signing them.

Protecting Your Choices and Preserving Your Legacy

Estate planning is the best way to make sure your wishes about your health, your family, and your legacy are protected. Whether you are just starting out, downsizing ,or somewhere in between, I can help you craft a plan that will help you reach your goals.

Depending on your specific situation, the plan may be straightforward or quite complex. Either way, I take my role as your legal advisor and guide very seriously. My approach is one of collaboration and teamwork. I encourage you to engage in the process by asking questions and exploring various options to customize a plan that is best suited to your individual circumstances.

We can help you:

  • Take the first step to protect your family and assets, even if you’re not sure where to begin

  • Update an existing will or trust to consider significant life changes (i.e. birth of a child, divorce, death of a spouse)

  • Designate a trusted individual to make financial or medical decisions on your behalf

  • Establish who will care for your minor children if you are unable to do so

  • Preserve your assets as you approach retirement

  • Protect a family member with special needs by securing public benefits, appointing a guardian, or creating a special needs trust

  • Perform your duties as executor of an estate or guardian of an individual by providing legal guidance specific to these roles

If even one of these matters resonates with you, I can help relieve your concerns and facilitate the legal process of putting things in order. The resulting plan will ensure that your family is provided for and that your wishes are carried out as you intend. Book your initial meeting to learn more about how we can help.

Book Your Initial Meeting

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

Someone typing on a computer on a wooden desk.

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.