I work with my clients to decide between writing up a trust or a will. I make it my goal to sit down with you or your loved ones to go through the process to choose which one is best for you. Learn more about the difference between the two, I am happy to sit down with you to discuss your options.
As you or your loved one gets older, taking care of payments for healthcare can get expensive especially when there are bills for so many different things. When you are going through this whether directly, or indirectly, you want to be sure someone is there for you along the way. I
It’s a common misconception that estate planning only involves death-time planning — figuring out what and how to address an individual’s assets after they have passed. In reality, estate planning should also include discussions around life-time planning: how to protect your assets while you’re alive so that they last until you pass on, exploring long-term care options, designating a power of attorney and health care agent, and much more. This is called comprehensive lawyering, and it’s what I offer my clients.