An effective estate plan requires incorporating several documents into a comprehensive portfolio.  Each estate plan is custom tailored to effectuate my client’s intent so that their wishes are honored both during and after their lives and through the lives of their loved ones.

I offer a variety of estate planning and administration services, including preparation Trusts, Wills, Powers of Attorney, Trust Funding and Estate Settlement.

• I provide the following services:
• Revocable Living Trusts
• Irrevocable Life Insurance Trusts
• Charitable Trusts
• Grantor Retained Annuity Trusts
• Qualified Personal Residence Trusts
• Spendthrift Trusts
• Property Assignments
• Wills
• Durable Powers of Attorney for Assets
• Durable Powers of Attorney for Healthcare
• Gift Plans
• Business Succession Plans
• Asset Protection and Privacy
• Estate Administration
• Estate Settlement Services