Estate planning is more than just directing who gets certain assets when a person passes away. It also involves important decisions about who may act as your healthcare advocate or your guardian, end of life medical treatment, and the preservation of your wealth for future generations. With this in mind, I provide personalized guidance and support from your very first consultation through the entire estate planning process addressing your specific needs and concerns regarding your family dynamics, healthcare decisions, tax planning, charitable giving, and more.
Wills
It can be hard to think about death and what may happen to the loved ones we leave behind, but planning today can help you prepare for the uncertainties of the future. A Will is a legal tool that not only allows you to direct how your assets will be divided up and given out upon your death but also enables you to name guardians for your underage children, if needed, and appoint the person or persons who will make sure that the terms of your Will are carried out.
I am committed to guiding you step-by-step through the process of creating a legally binding Will that reflects your specific desires and protects your estate and your loved ones.
Take advantage of a free initial consultation to explore estate planning options for you.
Revocable Living Trust
Many people who come to me for help want to ensure that when they pass away their loved ones won’t have to deal with probate. As an experienced professional, I can assist you in creating a valid revocable living trust, which, when drafted and implemented correctly, allows you to maintain control of your assets and helps your beneficiaries avoid a costly and time-consuming probate process. As the grantor of the trust, you will have the power to make changes to the trust or revoke it during your lifetime. You will also name a trustee. The trustee (this can be one or more persons or an institution) manages the trust and ensures that funds are distributed according to the terms of the trust agreement. While you can appoint yourself as the trustee during your lifetime, you will need to name another person or an institution to manage the assets in your trust in the event of your incapacity or death.
Revocable living trusts can provide many benefits besides probate avoidance including planning for incapacity, exercising more control over how and when beneficiaries receive funds and maintaining privacy of your estate details. However, it’s important to note that the benefits of a revocable living trust may vary depending on your individual circumstances and goals.
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Schedule a consultation to find out if a revocable living trust is the right estate planning tool for you.
