Services
Estate Planning
Estate planning can be a difficult topic to face, but a proper plan ensures that you are able to pass your assets and care for your loved ones in the manner of your choosing. Careful planning can also mitigate potential federal and state taxes. As part of an estate plan, you can also provide clarity to your loved ones concerning your end-of-life wishes.
I provide many estate planning services, including:
- Wills
- Trusts, including revocable living trusts
- Healthcare Directives
- Estate and gift tax planning
- Revocable Transfer on Death Deeds
Probate and Trust Administration
After a loved one dies, it is important to administer their estate. This is true if they had a will, a trust, or no estate planning documents. I can help the personal representative or trustee manage the assets, deal with creditors, and distribute assets to beneficiaries.