
Trusts & Estates
When we meet for an initial consultation, I will start the estate planning process by learning as much as I can about your financial situation, as well as your estate planning goals. I will carefully explain the different strategies available to help you accomplish your objectives, including the use of wills and trusts, and the re-titling of assets to avoid probate, and lifetime gifts.
Once we have determined the best strategy for your situation, I will draft and execute the documents necessary to put your estate plan in place.
Below are just a few examples of the estate planning services we can provide:
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Wills & Revocable Trusts
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Probate & Trust Administration
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Asset Protection
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Estate & Gift Tax Planning
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Charitable Planning
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Planning for Disability
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Special Needs Trusts
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Trustee Representation
