Estate Planning
Avoid probate and protect your assets
Protecting your assets from unnecessary taxes, creditors, or legal challenges is a key part of estate planning. I’ll work with you to create strategies that safeguard your wealth for future generations.
By carefully structuring your estate, we can help your loved ones avoid the lengthy and costly probate process. I’ll guide you through creating a plan that keeps your affairs private and efficient.
Trusts
Trusts are powerful tools to ensure your assets are distributed according to your wishes while minimizing taxes and avoiding probate. I’ll help you establish the right type of trust to protect your wealth, provide for your loved ones, and maintain your legacy.
Wills
A will is the foundation of any estate plan, outlining how your assets will be distributed and who will care for your dependents. I’ll guide you through creating a clear and legally binding will that reflects your priorities and provides peace of mind
Powers of Attorney
A power of attorney lets you designate someone to manage your financial or medical decisions if you’re unable to. Together, we can craft powers of attorney that ensure your trusted individuals are ready to act when needed.
Advanced Healthcare Directives
An advanced healthcare directive communicates your medical wishes to loved ones and healthcare providers. I’ll help you document your preferences to ensure your voice is heard, even in difficult times.
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