Estate Planning

I understand how important estate planning is to my clients, and their loved ones. I meet with my clients personally to be certain I understand their particular concerns and objectives so that I can prepare an estate plan that achieves your goals. I strive to provide clients with the peace of mind that results from knowing that they have an estate plan that will take care of them while they are alive, if they are incapacitated and after they pass away. With that in mind, they have peace of mind for their families’ security and well-being as well.

Business owners, in particular, have special estate planning needs and I often advise business owners on business succession planning issues. My suggestions may include the use of buy-sell agreements, restrictive stock transfer agreements, or corporate restructuring in an effort to preserve, or to prepare to transfer the business to the next generation.

Some of the specific planning tools and services I provide include:

  • Wills
  • Trusts
  • Powers of Attorney
  • Health Care Directives
  • Living Wills
  • Guardianships
  • Business Succession Planning

When you are ready to discuss your estate planning concerns and goals, I would be happy to work with you to achieve those goals.