Estate Planning

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Do you have a legal plan for your property and loved ones upon your death? Have you legally named who will make decisions for you if you become disabled or incompetent? What kind of health care do you desire near the end of your life? Let me help you consider these questions and draft documents which provide answers and peace for you and your family. Please call me for more information or to have your questions answered.

I have the experience and knowledge to assist people of varied means -- from modest to wealthy -- in the creation of plans and documents for the transference of wealth between spouses and from generation to generation. Care is given to the transfer of business interests, to gifting plans and trusts (to minimize taxation), to avoidance of probate for out-of-state assets, to charitable giving, and to planning for minor heirs. I represent clients with small and medium-sized estates.

I prepare:
• Wills
• Testamentary Trusts for children and dependents
• General Durable Powers of Attorney for financial matters
• Durable Powers of Attorney for Health Care Decisions
• Health Care Directives ("Living Wills")
• Community Property Agreements.
• Memorial Instructions