Estate Planning
Wills, trusts, and legacy strategies—so what you've built passes the way you intend.
Specific topics covered
Will, Living Will & Power of Attorney
The four documents every adult should have—and how to make sure they actually work when needed.
Inheritance Planning
Strategies for passing wealth to children, grandchildren, and causes you care about—efficiently.
Elderly Care Planning
Plan for aging, long-term care, and Medicare—before a crisis forces the decisions.
Make sure what you’ve built ends up where you want it.
Estate planning isn’t just for the wealthy or the elderly. It’s for anyone who cares about who gets what, how taxes are minimized, and how loved ones are protected if you’re not there to do it yourself.
What’s actually in an estate plan
- Wills and living wills — the foundational documents that direct your wishes
- Powers of attorney — financial and medical, so trusted people can act if you can’t
- Trusts — when they make sense (and when they don’t)
- Beneficiary designations — on retirement accounts and life insurance, where the document actually controls the money
- Tax strategy — minimizing estate, inheritance, and income tax on what passes
- Coordination — making sure the legal documents, the financial accounts, and the family conversation all line up
Where I fit in
I’m not your estate attorney—but I work hand-in-hand with one. My job is to make sure the financial side of your estate plan is set up correctly: account titling, beneficiary alignment, asset structure, and the conversations most families never have until it’s too late.
Common topics we cover
- Will, living will, durable power of attorney, health care surrogate
- Inheritance planning—what you leave, how, and to whom
- Elder care planning—Medicare, long-term care, asset protection
- Charitable giving strategies
- Business succession in the estate context
Have questions about estate planning?
A 30-minute call to talk through your situation—no pitch, no obligation.