Creating an Estate Plan That is Right For You
During our first meeting, I sit down with you to listen and learn about your family, your assets and your vision for the future. Understanding this information will form the foundation for the customized estate plan I can create for you. Needless to say, a plan for an older couple will look a bit different from a plan I create for a young couple or couple with children from previous marriages. No matter what you're facing, I will work with you to create a plan that is right for your needs.
Tools That May Be Included in Your Estate Plan Include:
- Powers of Attorney
- Advance Health Care Directives
With these tools, we can create an estate plan designed to guide your assets to the proper beneficiaries, while also helping to avoid your estate getting caught in probate and minimize any estate taxes it might be subject to.
Hiring an Estate Planning Attorney
With over 20 years of experience on my side, I understand the strengths and weaknesses of all available estate planning tools. So before I make any recommendations, I will take the time to educate you about why I am making that recommendation. If you have questions about estate plans, don’t wait to reach out and schedule a consultation.