Estate Planning is defined as the process of determining how your wealth and assets should be transferred to the heirs of your choice: your children, grandchildren, friends, families, charitable causes, etc. and then deciding which legal tools and structures to use to best meet your estate planning goals. I will sit down with you, go over your specific situation and help guide you to which legal tool(s) will be best for your family upon your passing.

Essential Estate Planning Documents:

Trust, Will, Power of Attorney, Healthcare Directive, Transfer on Death Deed