My Services

Estate Planning

We craft comprehensive legal roadmaps, including Wills and Trusts, to ensure your assets are protected, taxes are minimized, and your family’s future is secure.

Trust Administration*

Provide essential legal guidance to Trustees, helping them meticulously navigate their fiduciary duties to correctly administer a trust.

Probate*

Guide Executors and families through the court-supervised process of validating a Will, paying debts, and formally transferring a deceased person’s assets to their rightful heirs.

Medicaid Planning

Develop proactive strategies to protect your life savings and assets while legally qualifying for vital long-term care benefits, such as Medicaid.

Special Needs Planning

Create secure legal structures, such as Special Needs Trusts, to provide for a loved one with disabilities without jeopardizing their eligibility for essential government benefits.

Guardianship

Assist families in establishing the legal authority necessary to make personal, medical, and financial decisions for an incapacitated loved one or a minor child.

* For clients who require an impartial and experienced professional to manage complex matters, I can offer to step in and serve directly as the designated Executor or Successor Trustee to ensure an efficient, objective, and compliant administration of the estate or trust.

Need some help? Reach out today.