The right estate plan can help your family keep the peace, reduce taxes and easily transfer assets without court supervision.
Wills & Trusts
Wills are documents that let you address your final wishes, as well as name your beneficiaries. With a will, you can choose who your property and belongings will go to.
Business Protection Planning
A business protection plan can help you avoid lawsuits that will put your business at an even bigger risk.
Estate Settlement is the process of distributing property to beneficiaries after someone's death, organizing assets, and making sure that taxes have been paid on everything.
IRA Inheritance Planning
It takes a long time to grow an IRA. Take charge of your IRA inheritance planning today.
Second Marriages & Step Families
Estate planning is important. But how does estate planning work for second marriages and blended families?
Special Situation Trusts and Medicaid Planning
Sometimes, special situations can merit having a different type of trust. I can help create special situation trusts in the areas of special needs, medicaid planning, family legacy, & asset protection.
If anything were to happen to you, you would want the best legal guardianship for your child. It is so important that you decide who would have legal guardianship for your child.
FREE Trust Check-up
Getting a trust check-up every few years is a good idea to make sure that your trust stays current and updated. Trust check-ups are also a good idea if you're switching attorneys and want to make sure everything is correct in your trust.