Do not be intimidated by all of the estate planning options. I will take the time to listen to you, understand your goals and help you find the options that work best for you.

Efficient Wealth Transfer Through A Comprehensive Estate Plan

Many of our clients are amazed by what we can do with a well-crafted estate plan. With our experience, we can help you with all aspects of your estate plan, including:

• Creating a will: Your will is the foundational document in your estate plan. No estate plan is complete without it.
• Creating a trust: A well-crafted trust can be an effective way to accomplish a number of unique objectives, from minimizing estate taxes to providing supplemental income to a special needs child.
• Durable powers of attorney: A durable power of attorney names an agent to make decisions on your behalf in the event that you are no longer able to make important choices on your own. We can help you establish a power of attorney for financial matters and for health care decision-making matters.