How I Help My Clients
Estate planning
Every client has a unique family dynamic and personalized recommendations for how they want to distribute their assets and take care of their family, friends, and loved ones. I believe in getting to know my clients so that I can provide a tailored experience and caring advice to assist them in accomplishing their specific estate planning goals. Estate plans individual and comprehensive, with most done on a flat fee basis so clients know what they will pay for services before the project begins.
estate plan maintenance
Making an estate plan should never be a one and done activity. Laws change, children are born, children grow up, clients retire, parents age, businesses are bought and sold, jobs evolve, assets grow, and sometimes unexpected tragedy strikes. All of these and more can create the need to amend or revise an estate plan. I help my clients make needed strategic changes as life circumstances require. Careful maintenance can promote family harmony and provide peace of mind that life’s twists and turns have all been considered.
trust administration
A good estate plan is like giving your successors an instruction book to use when the time comes to distribute your assets to the individuals or charities of your choice. Often help is needed to carry out these instructions and understand the proper process and role of the trustee after a loved one passes. I assist my clients with administration by providing guidance based upon the terms set forth in.
probate
Probate is a little bit like the Wild West. There’s a lot going on, but the rules can seem convoluted and vague at best. I help provide my clients with a road map through the probate process after the loss of a loved one.