Estate Planning

Following an interview regarding your wishes, we can work to establish a simple, effective plan for conveying your assets to loved ones and/ or charities.  Vehicles include standard and pour-over wills, basic trusts, deeds drawn for estate purposes, and use of beneficiary designations on accounts and insurance policies.  To better specialize in the probate and real property aspect of estate law, I don’t provide tax planning or advice; in the event your estate exceeds the tax exemption thresholds or involves other unique complexities, I’m happy to recommend and work with any of several trusted local financial planning firms.