Ensuring your wealth is left for people you care about.
Estate planning:
Use of Joint Accounts and Ownership
Creation of Trusts
Gifting During Your Lifetime
Reorganization of Private Businesses
Life Insurance
Wills
Powers of Attorney for Property and Personal Care
ESTATE PLANNING
When you have many different assets, we encourage you to review and carefully prepare your estate plan as pre-planning can cap or eliminate certain tax consequences.
FLAT RATES
In circumstances where your estate is not complicated, we offer a flat rate package for your Will, Power of Attorney for Property and Power of Attorney for Personal Care.
Featured Services
Transparency is a cornerstone of my practice. I’ve designed flat rate featured services to bring transparency to pricing: