protect your
Future & Legacy
No matter what stage of life you’re in
Strategic Estate Planning & Estate Management to:
Life is filled with exciting new beginnings:
This is a perfect time to create or modify your estate plan to safeguard your new chapter in life.
Your world will continue to change with new rewards and challenges:
Keep pace with changes and get ahead of events with new estate planning.
Every two to five years it is necessary to review your estate plan. Old estate plans need to keep pace with:
It is always a good time to update your estate plan and further define your legacy. Every two to five years it is necessary to review your estate plan.
Your legacy comes into focus as you:
Now is the time to put an estate plan in place for ease of future asset and health management and to maximize your life’s work.
We are always sorry for the loss of a loved one, or an unforeseen incapacity of someone you care about. We regularly help clients with:
We strive to provide our clients the most efficiency in litigation, mediation, or negotiation to honor the legacy of your loved one.
YEARS OF EXPERIENCE ON YOUR SIDE
During more than 26 years of law practice we have developed and elevated an uncommon approach for estate planning and administration.
Before law school and handling estate planning and administration, I have lived through two court probates in my family: one contested; one amicable; both were hard for different reasons.
I routinely educate clients, (A) starting from scratch, with first time estate plans, or (B) correcting old estate plans that were not explained by prior attorneys, on how to (1) best avoid court probate, (2) minimize estate taxes, or (3) plan for possible Medical Assistance.
not all lawyers are the same
We don’t pay for advertising labels, articles, and plaques. We earn certifications and degrees that actually matter for our clients. Every employee of our firm has multiple college degrees. This includes myself with three law degrees, two of which are focused on the intricacies of Estate Planning, Estate Administration, Taxation, Elder Law, and Medical Assistance. My assistant Anne holds both bachelor’s and master’s degrees. Our educational, professional, and personal backgrounds allow us to provide a much more comprehensive legal representation for estate planning and administration.
What to expect when Working with us
We want to know you! Your estate plan should tell your life story. No matter where you are in the process, we want your legacy, plus your family and loved ones, to be valued and protected.
Much of our work focuses on numeric projections that will help you avoid court probate, estate taxes, and Medical Assistance recapture. Estate planning calculations still must blend with your personal values. Explaining details and ensuring you understand every step of the process is most important to us.
