Estate Planning

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An estate plan creates security and peace of mind for you and your family.  I want to help you create a plan that will guide your family through a difficult time of transition.  Without a plan in place, your estate and your family will be forced through the probate process, which can be a long, expensive, and unpredictable process.

When you hire me, we will sit down and have a thorough conversation about your goals and your future.  I will take the time to fully understand your situation and your hopes and craft an estate plan that will protect your family.

My estate plans use a variety of techniques to protect your family: wills, revocable trusts or living trusts, advanced health care directives, powers of attorney, special needs trusts, personal residence trusts, life insurance trusts.  All of these are tools in my toolkit.

Asset Protection and Family Wealth Preservation

Proper planning is the cornerstone of family wealth preservation. For families with significant assets to transfer, tax planning becomes especially important. I will work with you to develop strategies that protect you not only now but also in the future. We will put together a strategy that will allow you to achieve your succession goals while retaining maximum control and minimizing taxes.

I craft practical solutions to protect your assets from creditors, predators, and the government. The key to all asset protection plans is early adoption, swift implementation and periodic maintenance. Elements of an asset protection plan include:

  • -Family Limited Partnerships
  • -Grantor Retained Annuity Trusts
  • -Limited Liability Companies
  • -Entity Formation
  • -Charitable Trusts
  • -Private Annuity Trusts
  • -Charitable Remainder and Charitable Lead Trust
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