Estate Planning


Estate planning starts with education. There is typically no charge for the initial consultation. I help families understand the law and the options they have available to plan their estates. They educate me about their families, financial situation and their dreams. Together we can design a plan that works.

  • Wills, simple to complex including trusts

  • Disability Planning with Health Care Directives and Powers of Attorney

  • Revocable Living Trusts. Properly drafted and maintained they can avoid probate, keep family matters private, quickly allow for the transfer of assets and reduce overall costs. I’ve been preparing these plans for 20 some years.

  • Medical Assistance Planning

  • Probate and Trust Administration Services