Wills & Trusts

I offer the following:

Estate Tax Planning Wills Trusts Powers of Attorney Living Wills (Directive to Physician) Community Property Agreements Prenuptial Agreements Cohabitation Agreements Burial Instructions

I enjoy helping people review their financial position, and craft the appropriate economic strategy for estate tax planning. For people with financial concerns, I advise on how to regain control over finances. As part of estate planning process, I prepare any number of the following documents: Will, Trust, Durable Power of Attorney, Health Care Directive (known as a living will), Community Property Agreements, Pre-nuptial Agreements, Burial Instructions and Estate Tax Plans. I focus on the estate planning implications of small to medium estates (up to $2 million). I work closely with an accountant on sophisticated estates.