ESTATE PLANNING
In the estate planning area, I believe it is my job to create for you estate planning that can minimize potential tax liability while protecting your financial and personal interests.
Estate planning includes the preparation of wills, trusts, general durable powers of attorney, medical powers of attorney, advanced medical directives and charitable trusts if the client has a charitable interest. I also offer the formation of a family limited partnership or other entity if it would benefit your estate planning for succession purposes. After a full evaluation of your individual situation, all of your options will be explained so you will have a full understanding of how you want to proceed. If my client’s situation indicates a need for a conservatorship or guardianship you will be provided with responsive and insightful representation thru this office.
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