Practice Areas

Trust & Estate Planning

Planning is a necessity in modern life. The time to plan your estate is now while you are able. Every person will need some type of estate plan to properly dispose of their property after they are gone.

The foundation of a good estate plan often begins with a trust and/or a will. A trust or will can provide you with security and peace of mind both now and in the future. I can help you determine whether a trust or a will is the better option for you as a starting point for your
estate planning needs.

Since 1985, I have drafted all types of trusts and wills. I have experience in advising clients on and preparing the following types of documents:

  • Revocable Trust
  • Irrevocable Trust
  • Charitable Trust
  • Simple and Complex Wills
  • Pour Over Will
  • Transfer-On-Death Deed
  • Affidavit of Heirship
  • Small Estate Affidavit

As part of the trust and estate planning process, I also can help you have the proper beneficiary designations in place on your 401(k), 403 (b), IRA’s, insurance policies and/or annuities.