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Estate Planning, Wills & Trusts

The client is the boss. 

I am there to help educate family members about the alternatives available to maximize family wealth and asset protection. 

I assist families in Medicaid planning, the formation, operation, and dissolution of estate plans, trusts, wills, durable powers of attorney for financial management, durable powers of attorney for health care and advance directives. 

I create trusts that clients can operate independently, and/or with my or other professionals’ assistance to achieve peace of mind throughout their adulthood and often on behalf of subsequent generations. 

For blended families, we take special care to craft customized plans that prevent family strife.