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Estate Planning

Eliminate The Risk Of Losing Assets By Leaving Clear Instructions On How Your Assets Should Be Distributed, And To Whom

Estate planning can include a will-based plan or a trust-based plan, depending on your life circumstances, your budget, and your wishes. My engagements begin with a Peace of Mind Planning Session. This session takes about 2 hours where we go over a questionnaire that you complete and return to me a few days prior to your planning session. I'll explain what will happen to your assets and your loved ones under your current circumstances and equally important, cover what you would like to happen and make a plan for that. 

Common Types Of Estate Planning

  • Wills

  • Trusts

  • Powers of attorney

  • Health care agent

  • Health care directive

  • HIPAA authorization

  • Guardian Nomination for Minors

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Learn About Your Options


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