Estate Planning

Estate planning involves assuring the client's legal and financial affairs are in order. The tools generally employed to accomplish this include:

  • Durable Powers of Attorney
  • Designations of Health Care Surrogate
  • Living Wills
  • Wills and Trusts

No matter what your needs are, I will tailor these legal documents to the client’s individual needs.

During a thorough interview, I'll use my experience to guide you to a reasoned well-contemplated plan. Concerns, desires and unique situations are identified and a set of documents are developed to address them.

The plan may remain in place for the remainder of you or family member's life or be updated from time to time depending on changes in the situation or as affected by a change in the law.

I'm proud of the ongoing relationship they maintain with their clients and I'm available throughout the process should change in situations occur resulting in a legal need. You can rest assured that I'm familiar with your estate plan.

I can serve yo with the following:

  • Durable Power of Attorney
  • Designation of Health Care Surrogate
  • Living Will
  • Pre-need Designation of Guardian
  • Will
  • Trust