Secure, Knowledgeable Planning

For You & Your Family's Financial Future

Practice Areas

Estate Planning

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.

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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.

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Probate & Estate Administration

After someone dies, the will goes through probate to distribute the estate assets. Let me assist you through the process.

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Elder Law

From assisted living and nursing home preparations to long-term care, I can guide you in the right direction.

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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.

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A trust can help you avoid the complicated probate process when it is time to distribute your estate after you pass away.

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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.

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Advanced Directives

Formerly known as a "living will," an advanced directive can designate someone to make medical decisions on your behalf.

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