Your family has been your life, so you can't rest comfortably until you've planned for their long term well-being and financial security. I thoroughly analyze your estate and plan the best means of transferring your assets, minimizing taxes, establishing guardianship for your children, caring for your pets, supporting personal philanthropic causes and protecting your loved ones.
A will is essential at every stage of your life. Your Advance Directive (or Living Will) sets the parameters for medical intervention should you become incapacitated. This assures that when you are most vulnerable, your wishes will be honored. Your Last Will provides the opportunity to distribute your property, establish care for your children and otherwise express your wishes upon your death. A will is necessary if you intend to leave property to a person or entity other than a blood relative, such as a domestic partner, a friend or a charity. If you die without a will, the court determines how your property is distributed, who cares for your children and even what happens to your pet. I cover every contingency, so a court won't end up making decisions that might not reflect your desires. I can draft valid wills that ensure your intentions are honored.
As your life changes, so should your estate plan. You may need to update your will periodically throughout your life. We review wills in light of your present circumstances. I draft valid codicils that address changes in your financial situation, marital status, number of children, philanthropic interests and general lifestyle decisions.
Depending on your financial circumstances, a will may not be the best way for you to transfer assets to your heirs. A trust is a legal entity you create to hold and transfer your property; trusts can shield your wealth from losses due to liability and taxation, so your heirs can keep more of what you bequeath to them. I can help you select the type of trust instrument that addresses your legacy concerns, such as:
Trusts are very flexible instruments. I can help you create an Trust that addresses your unique estate planning needs.
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