I love Estate Planning because I have the opportunity to work with people to plan for themselves, their family and their legacy. Most estate plans include a revocable living trust, a will, a power of attorney, an advance health care directive and HIPAA waiver.

My number one priority is to ensure that the plan follows my clients' goals and values.

I also work in after death trust and estate administration. I guide families through the process. I assist families and help them follow the terms of the will and the trust.

I enjoy working with clients to create comprehensive estate plans that involve many different facets of life. Some estate planning examples include: creating plans with charitable gifts, business succession, family farms, state and federal estate taxation issues, gifting, blended families, minor children, asset protection, unmarried couples, noncitizen spouses, life insurance trusts and special needs. In addition, I assist clients who have lost a loved one and need assistance with that person’s estate administration. Some administration examples include: complying with the Uniform Trust Code to administer a revocable living trust, creating irrevocable trusts, court probate, and filing state and federal estate tax returns if needed.