Estate planning is a task that few people look forward to, but it is a task that is necessary to provide for others after your death and to make sure that you are protected during life. A good estate plan can help you minimize taxes, take care of your children, ensure that your wishes are followed, and protect your legal and financial rights in the event that you become incapacitated due to illness or injury. Whether your estate planning needs are simple or complex, I am here to help you through the process.
Estate planning is beneficial to people from all walks of life, from those with substantial assets to those with minimal savings and property. It is about more than simply passing on your wealth; an estate plan can provide guidance and direction about your wishes while you are alive and after your death. I prepare estate plans that address the full range of your needs, from making sure that your loved ones inherit as you see fit to planning for a business succession. I create custom-tailored plans to give clients peace of mind, knowing that regardless of what the future holds, they have a strategy in place to ensure that their family is taken care of and their wishes are followed.