Basic or complicated: I can help!
Basic estate planning involves your Will, Power of Attorney and Health Care Proxy/Living Will. Many of my clients are satisfied with this basic set-up.
For those clients that may have other concerns, I also offer business succession planning, Medicaid asset protection planning, lifetime transfers, revocable and irrevocable trusts, Supplemental Needs Trusts and other options.
Beyond that, I also offer very creative solutions to complex situations including Grantor Retained Annuity Trusts, Charitable Remainder Trusts, Split Purchase Trusts, Life Insurance Trusts, Retirement Asset Trusts and other options.
From basic to sophisticated, I love estate planning and setting up the proper arrangements for your long term goals. My email is: firstname.lastname@example.org