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Our Services

Estate Portfolio

Estate Administration

My premier offering is the Estate Portfolio, a comprehensive and all-inclusive estate planning solution. This portfolio includes:

  • Trust: Safeguards your assets and provides for their management and distribution according to your wishes.

  • Pour-Over Last Will and Testament: A Will that directs any property not already in the trust to be transferred to it upon your death, ensuring no assets are overlooked.

  • Healthcare Directive: Specifies your medical treatment preferences if you are terminally ill and unable to make decisions yourself.

  • General Durable Power of Attorney: Grants someone you trust the authority to handle your financial and legal affairs if you become incapacitated.

  • Conveyances of Real and Personal Property into the Trust: Ensures that all your assets, both real and personal, are properly transferred into the trust.

This Estate Portfolio provides a thorough and seamless approach to estate planning, giving you peace of mind that your wishes will be honored and your loved ones protected.

Trusts

Trust Management

A Trust is similar to putting your estate into a “corporation” in that upon your death, the Trust continues to operate and there is no need for court oversight or intervention.  You avoid all legal costs associated with probating a Last Will and Testament. 

Services we provide include:

  • Expert legal advice tailored to your unique situation 

  • Comprehensive estate reviews of your estate, including all assets and liabilties 

  • Customized will drafting 

  • Tax planning to minimize estate taxes 

  • Guardian and executor appointment 

  • Asset protection to ensure that they are distributed according to your wishes 

  • Legal compliance to ensure that your will complies with all legal requirements 

  • Updates and amendments as your circumstances change 

  • Dispute resolution to uphold the integrity of your will 

  • Peace of mind knowing that your estate plan is thorough and legally sound

Last Will and Testament

Estate Administration

Planning for the future is essential, and we offer comprehensive services for creating Last Wills and Testaments. A Last Will and Testament is a crucial document where you designate who will manage the distribution of your property and who will receive your assets. Our expert guidance ensures that you can confidently secure your legacy and protect your assets for generations to come.

Benefits of a Last Will and Testament include:

  • Control over asset distribution 

  • Appointing guardians for minors 

  • Reducing family conflicts 

  • Expedited probate process 

  • Estate tax planning 

  • Charitable contributions 

  • Personal wishes 

  • Legal protection 

  • Peace of mind 

  • Flexibility 

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