ESTATE PLANNING
I truly enjoy the Estate Planning aspect of my practice. My clientele varies from young adults to elderly. I will make a custom estate plan depending on my client’s age, family status, and financial situation.
I offer both will packages and trust packages at reasonable pricing.
Trust Packages
May include all or some of the following documents:
- Trust:
- Revocable trust
- Irrevocable trust
- A/B trust
- Special Needs Trust
- Restatement of your existing trust
- Amendment of your existing trust
- Certification of Trust
- Pour-Over Will
- Durable Power of Attorney for Management of Property and Personal Affairs
- Advance Health Care Directive
- HIPPA Waiver
- Supplemental Advance Directive for Dementia Care
- Assignment of Personal Property to Trust
- Assignment of Sole Proprietorship to Trust
- Assignment of LLC to Trust
- Assignment of Copyright to Trust
- Trust Transfer Deed (along with a Preliminary Change of Ownership Report)
- Homestead Declaration
- Any additional documents
Will Packages
May include all or some of the following documents:
- Last Will
- Durable Power of Attorney for Management of Property and Personal Affairs
- Advance Health Care Directive
- HIPPA Waiver
- Supplemental Advance Directive for Dementia Care