Estate Planning & Wealth Protection

Secure Your Family’s Future — And Avoid Costly Probate Mistakes

You’ve worked hard to build your life. Don’t let taxes, family disputes, or court delays erode what you leave behind. I create clear, customized estate plans that protect your assets, minimize taxes, and make things as easy as possible for the people you love.

We take the time to understand your family dynamics, business interests, and long-term goals — then build a plan that actually works when it’s needed most.

Estate Planning Services

Wills & Trusts

  • Simple and complex wills

  • Revocable living trusts (avoid probate entirely)

  • Irrevocable trusts for asset protection, Medicaid planning, or special-needs beneficiaries

  • Pour-over wills and testamentary trusts

Powers of Attorney & Healthcare Directives

  • Durable financial power of attorney

  • Healthcare power of attorney / living will

  • HIPAA authorizations

  • Advance directives tailored to your values and medical preferences

Additional Planning Tools

  • Beneficiary designations review and coordination

  • Guardianship designations for minor children

  • Business succession planning (keep your company in the right hands)

  • Digital asset planning (what happens to your online accounts, crypto, etc.)

  • Blended-family and second-marriage protections

  • Charitable giving strategies and private foundations

Why Clients Choose Us

  • Personal attention – We meet as many times as needed. No rushing you through a quick questionnaire.

  • Flat-fee pricing – You’ll know the exact cost upfront (most basic husband/wife plans start in the low four figures).

  • Funding your trust – We won’t just hand you documents. we will assist by providing specific guidance for final steps for retitling assets so the plan actually works, or can handle final steps for you..

  • Life-changes updates – Marriage, divorce, new grandchildren, or new wealth? We make updates quick and affordable.

  • Trial-lawyer insight – We’ve seen what happens when plans fail in court. Your estate attorney will build yours to withstand challenges.

Common (and Expensive) Mistakes We Help You Avoid

  • Out-of-date wills that trigger fights or disinherit loved ones

  • Trusts that were never funded (probate anyway)

  • Naming the wrong executor or trustee

  • Forgetting about taxes or long-term care costs

  • DIY online documents that courts throw out

Ready to Get This Done Right?

Most clients feel an immediate sense of relief once their plan is complete.

Schedule a no-pressure estate planning consultation — and we can explain exactly what you need and what it will cost.

Protect what matters most — while you still can.

We look forward to helping you create peace of mind that lasts for generations.