Simple Estate Planning

If you have assets less than one million dollars, but you want to put your affairs in order, I can help. I take pride in providing cost effective estate planning for married couples and individuals who need relatively simple estate plans.

Most clients have heard of wills and trusts to protect assets.  While those tools are critical, I will also tell you about things you may want to use in your plan for the future, but didn’t even know you could do. For example, things like living wills, beneficiary deeds, and powers of attorney all exist to give you more control over end-of-life issues.  Many people don’t know how these tools work. I will take take the time to discuss these options with you to help you choose what works for you.

First consultations are free. We can discuss your options, and I will quote your fee upfront so there are no surprises.  Flexible payment plans are available, to make your plan fit into your budget.   Call or email me today, and take your first step towards planning for your family’s future.