• Estate and Gift Tax Planning
  • Revocable Living Trusts
  • Wills
  • Irrevocable Life Insurance Trusts
  • Qualified Personal Residence Trusts
  • Probate
  • Estate and Trust Administration
  • Estate Tax Return Preparation
  • Gift Tax Return Preparation
  • Estate Tax Controversy Work (dealing with the IRS)
  • Durable Powers of Attorney
  • Advance Health Care Directives
  • Charitable Tax Planning
  • Supplemental Needs Trusts

Keys to an Estate Plan

Reflect on your personal experiences, values, desires and preferences.

Recipes for Harmony

Talk to the person you are considering appointing to make medical or financial decisions.

If you are unable to speak

Appointing the person who will speak for you when you are no longer able is essential.

Effective Methods for Families

Share your ideas, wishes and decisions regarding your financial and health care preferences.

Time with Your Family

Starting meaningful conversation regarding your estate plan.

Contact me online here.
My hope for everyone is that we establish good planning and communication with our loved ones.  I am committed to help.


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