Areas of Practice

Estate Planning Essentials

Last Will & Testament – Choose executors, set guardians, and determine distributions according to your wishes.

Revocable Living Trusts – Avoid probate and ensure smoother transitions for your loved ones.

Irrevocable Trusts – Ideal for asset protection, tax planning, or long-term care strategies.

Pour-Over Wills – Designed to complement trusts and simplify asset transfers.

Beneficiary Designations & TOD Deeds – Streamlined asset transfers outside probate for accounts or real property.

Powers of Attorney and Directives

Durable Financial POA – Empower a trusted agent to handle your finances if you're unable.

Health Care POA – Ensure your medical wishes are honored by appointing someone you trust.

Living Will / Advance Health Care Directive – Spell out your preferences on life-sustaining treatments.

Business & Special-Purpose Planning

Business Entity Selection & Formation – Choose the right legal structure (LLC, corporation, partnership, non-profit, etc.) and handle formation documents, so your business starts off strong—with liability protection and tax efficiency built in.

Business Succession Planning – Safeguard your company’s future through clear, structured transitions.

Asset Protection Strategies – Use trusts, gifting, and organizational structures to guard your wealth.

Charitable Giving & Legacy Planning – Include philanthropic goals in your estate plan.

Regular Reviews & Updates

Life Trigger Updates – Marriage, divorce, children, business changes—your plan evolves with you.

Periodic Reviews – Recommend full reviews every 5 years or as life changes dictate