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Estate Planning

I strongly believe that each client has unique estate planning needs that are particular to his or her own situation and I draft estate planning documents accordingly. Please note that an estate plan is often an important component of Medicaid planning.

Easy and Affordable Estate Planning for Young Families
Recent surveys indicate that less than 50% of parents with school-aged children have a will. This is a frightening statistic in light of the guardianship and money management issues that arise when parents of young children pass away unexpectedly.

Most parents agree that signing wills is a tremendously important and responsible thing to do. Nonetheless, most parents find themselves procrastinating on this issue. Surveys indicate that there are primarily two reasons for this; the convenience factor, and a perceived high cost.

Convenience
For many young families, the thought of having to coordinate two busy schedules and lining up a babysitter for the kids while they go visit with an attorney is enough to cause families to put off their estate planning indefinitely. But I have three young children of my own and I fully understand the daily logistical challenges of a young, active family. So I am willing to make good, old-fashioned “house calls” or “work calls” to avoid the need for a babysitter.

Cost
The anticipation of an enormous bill for estate planning is no longer a reason to delay estate planning for your family. I understand that young families have tight budgets and that reality is factored into my fees. Such fees are always flat, not hourly, so that you will know the total cost of your estate planning at the first meeting. There is never a charge for the initial consultation.

Comprehensive Estate Plans
Regardless of your age, I can establish a comprehensive estate plan for you whether your goal is to minimize (or eliminate) your estate tax liability, avoid probate upon death, or to create trusts and appoint guardians for your minor children. The estate planning documents that I can provide include: