Estate planning is a critical exercise for individuals and married couples who wish to protect their assets and privacy. Every client’s situation is unique, and I work to provide an estate plan that is specifically tailored to achieve the goals and wishes of each client. I work closely with clients to craft estate plans that will effectively transfer wealth between generations and carry out personal wishes in a private manner upon death.
My services range from the preparation of core estate planning documents including wills, living trusts, powers of attorney, and advanced health care directives to advanced planning techniques such as family limited partnerships and family limited liability corporations.