I am a board certified attorney specializing in the Estate Planning, Trust, and Probate Law. I help individuals, families, and business owners set up Wills, Trusts, and Powers of Attorney. I also assist my clients with charitable giving, asset protection, business succession planning, and retirement trusts to confidently pass their property to their descendants.
The estate planning service I provide is my advice and counsel – which manifests itself in an estate plan custom built for you. I do not sell generic fill-in-the-blank forms or one-size-fits-all products. I do not run a high-volume trust factory where you, the client, are relegated to junior staff after a sales pitch. Rather, I spend quality time with you, often in your home, to understand your unique circumstances so I can craft the most advantageous estate plan for you and your family. I also explain your options and the operative law in layman’s terms. I do this in the expectation that our relationship will be lifelong. And I fully understand the estate plan is one your family must live with after you are gone.
Because I specialize in this area, I have expertise beyond that of a general practitioner. I am an active member of Wealth Counsel, which is the preeminent provider of estate planning tools and programs. Also, I provide services on a flat-fee basis whenever possible, so you do not have to worry about being billed every time you have a quick question.”