Our Services
Estate Planning
Estate planning is a very personal matter, and I take pride in clearly explaining and providing the necessary guidance to create a personalized plan for you and/or your family. I assist individuals and/or couples including clients with high net worth with their estate plan tailoring to each person’s specific needs. I am committed to helping clients establish a comprehensive estate plan to meet their needs, minimize estate and gift taxes including irrevocable trust planning, and assist in inter-family business succession planning. Not only will I get your assets and property in order, but I will also help plan for the life beyond you based on your preferences to minimize unnecessary expenses for your heirs. No estate is too large or too small for an estate plan.
Trust Administration
I understand that the loss of a loved one can be stressful. With proper knowledge and experience, I will guide you through the necessary paperwork for trust administration, minimizing your stress and allowing you to focus your energy on other family members or other demands.
Probate
Probate is a legal process with specific requirements so that the court can ensure that an individual’s property transferred following an individual’s death is ultimately distributed to the intended beneficiaries and/or heirs of the estate. I provide families and individuals with legal representation and guidance throughout the entire administrative process from the filing of the initial paperwork to begin the probate through the final closing of the estate reducing anxiety.