Wills, Trusts & Succession Planning

I can help with succession planning for you or your business, whether you have a complex estate or are just starting a family. You can prevent unnecessary hardships for your loved ones with a practical plan tailored to your needs.

Trusts are often useful to avoid probate and minimize taxes to you and your loved ones. These can be simple or complex revocable or irrevocable trusts tailored to your specific concerns. They can also be useful in making deferred gifts to charities and nonprofits as well as to protect assets from certain potential liabilities.

A Supplemental (or Special) Needs Trust can help you care for a disabled loved one so as to minimize your financial obligations while maximizing your loved one's eligibility for government assistance. These can be especially useful when a loved one comes into a large sum of money through an injury settlement or inheritance.

Many families do not need trusts or complex estate plans in order to avoid probate. A very simple and practical estate plan can save you time and money and give you the satisfaction of knowing your loved ones are protected.