A good estate plan combines thoughtful discussion and effective document preparation. By creating an integrated estate plan, I can help you build, protect and preserve your legacy. With the use of wills, trusts, and powers of attorney, we will create a plan tailored to your needs and intentions. I am available to help you understand all of your legal options while guiding you through the entire process. I will apply my years of experience and legal skills to help protect your family and your assets.

The ultimate goal of estate planning is to protect and preserve your assets consistent with your goals and values. A comprehensive estate plan should meet your needs during your lifetime while facilitating a smooth transition to your heirs after your passing. One of the most important elements of an estate plan is a strategy designed to minimize potential estate, income and capital gains tax consequences. I will work with you to create a plan that address tax concerns in the most efficient and effective way possible.

From proper business structures to elder law issues, I will work with you to build a plan covering all your long-term goals. This includes creating an estate plan that addresses the unique special needs of your family. I look forward to answering your questions regarding:

Revocable living trusts

Last Will and Testament

Powers of attorney

Living Wills

Integrated estate planning

Estate planning for LGBT

Irrevocable Trusts

Medicaid Planning Trusts

Educational Trusts

Dynasty Trusts

Life Insurance Trusts

Special Needs Trusts

Asset Protection Trusts