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Estate Planning

Wills and Trusts

Estate planning is not exclusive to the wealthy. Anyone who owns real estate, has children (or other dependents), or owns almost anything of value should have an estate plan. My goal is to assist clients in minimizing costs for heirs, eliminating unnecessary work for the survivors, and maximizing the value of the estate. 

Testamentary Documents

The types of testamentary documents and asset protection tools vary among clients. A client's estate plan may include a simple will, complex will, trust, and/or pour over will (to accompany trusts).

Other Documents

Other legal documents that are needed by almost every client are:

  • Advanced health directives (i.e., a “living will”)
  • Asset powers of attorney 

  • Medical powers of attorney

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