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.