Making the right preparations for your financial future is important. I can help you choose the options that are best suited for you and your family.
Work with me to lessen the burden on your loved ones and ensure your wishes are followed regarding the allocation of your assets when you are gone.
Probate & Estate Administration
After someone dies, the will goes through probate to distribute the estate assets. Let me assist you through the process.
From assisted living and nursing home preparations to long-term care, I can guide you in the right direction.
Small Business & Corporations
From setting up a company to creating a succession plan, I will direct your preparation and help things go smoothly for your business.
A trust can help you avoid the complicated probate process when it is time to distribute your estate after you pass away.
Special Needs Trusts
I can guide you in the process of setting up a specific plan to make sure a loved one with special needs is taken care of.