Understandably, estate planning can be a difficult subject for many people to address and for this reason, my goal is to provide a comfortable environment and knowledgeable service to facilitate this discussion.  Planning for the future, including life's unexpected events, can provide you and your loved ones with a sense of security and peace of mind.  

A common estate planning document is a revocable living trust which provides for the management of trust assets during a settlor's incapacity and distribution of assets after the settlor's passing.  Further, the administration of a trust after the settlor's death is done without the cost and time of probate (see Probate for more information).  A revocable living trust is drafted after careful consideration of family dynamics and the settlor's intentions.  A revocable trust can be updated to reflect the settlor's life changes.  

A revocable living trust is only one component of a component of a complete estate planning package.  It is also important to address health care and financial decisions upon incapacity.  For this reason, a complete estate planning package also includes a Will, an Advance Health Care Directive, Health Insurance Portability and Accountability Act (HIPAA) Release and General Durable Power of Attorney.  

Every individual and family is unique.  Accordingly, I look forward to meeting with each client to discuss an estate plan that fits his or her needs.