We prepare a significant variety of estate planning documents for a vast array of clients from all walks of life. We also handle Trust Administration, Probate matters, as well as Premarital Agreements. In private practice for over 20 years now, I sincerely can not imagine doing anything else.
How Business Creates Value:
Without estate planning, one's estate will very likely be forced into probate. Probate is a court-supervised process which typically takes years & tens of thousands of dollars to complete, is open to public scrutiny, and often results in outcomes that are contrary to the goals and intentions of the individual who has passed. The good news is that Probate is completely avoidable with proper estate planning.
How Member Creates Value:
I sincerely believe it is my passion for the estate planning process, my strong knowledge of the area, and genuine compassion for my clients that make me a most valuable asset to their estate planning endeavors. I am sensitive to the dignity of my elderly clients, I am respectful of family dynamics, and I keep clients and their loved ones out of Probate.
What I Do
I meet with clients in a comfortable and confidential setting to assist them with their estate planning goals & objectives. I explain the essential role that various estate planning documents play in order to eliminate the need for court intervention or Probate of their estate upon passing. The primary documents that I draft for clients include Revocable Living Trusts, Wills, Durable Powers of Attorney for Finance, Advance Health Care Directives, and Nominations of Guardianship of Minors (among others). I answer any questions clients may have about the planning process, and thoroughly enjoy providing them with the peace of mind and tremendous sense of accomplishment they feel when we ultimately execute the documents.
Why I Do It
This is a second career for me, after having spent 12 years in the corporate world. I became an attorney out of a great interest in and respect for the law. But it's my tremendous passion for helping people that makes being an estate planning attorney the perfect fit for me. I appreciate the opportunity to help people deal with difficult life situations, and do so with empathy and compassion. I take great pleasure in taking a seemingly difficult, if not daunting, subject matter and making it painless (even fun, at time) for my clients. I take my role as their estate planner very seriously, and appreciate the opportunity to assist them in such an important and meaningful way.