Estate Planning

Estate planning is not one-size-fits-all. Your individual or family situation is unique, and so are your plans for your legacy. Thinking about death, incapacity or other life tragedy can be unpleasant, but having a properly-prepared estate plan spares your loved ones the potential expense, delay and frustration associated with sorting out your affairs at the moment they are least prepared to do so.

I develop estate plans, including wills and trusts, specifically tailored to your legacy desires. These estate documents may also reduce tax liabilities, limit expenses of administration and minimize the potential for litigation among beneficiaries.

I regularly assist individuals with simple and complex estate planning:

  • Last Wills and Testaments
  • Durable Powers of Attorney
  • Living Wills
  • Revocable and irrevocable trusts
  • Testamentary trusts
  • Special Needs Trusts
  • Planned giving and charitable gifts
  • Designation of Health Care Surrogates
  • Health Care Surrogate for Minors
  • Premarital/Postmarital agreements
  • Qualified Domestic Relations Orders (QDRO)

“Establishing an estate plan is one of the most important long-term decisions you will make.”