Services

Families with Children

• Guardianship and conservatorship nominations in your will
• Designation of temporary guardian for extended time away or in case of illness or incapacity
• Blended family considerations: how to provide for a spouse and children of a previous relationship
• Plan for the Graduate: documents for your 18+ children, including a health care proxy, durable power of attorney, and HIPAA release

Trust Funding

• Asset/Estate plan harmonization: I will work together with your bank, financial advisor, or wealth manager to make sure the manner in which you hold your assets works in conjunction with your new estate plan, and do the work necessary to fund any trust we may set up for you

Tax Planning

• If you have a taxable estate and would like to minimize your tax burden, I can help with strategies to preserve more assets for your loved ones

Advance Directives for Dementia

• Specific requests of your caregivers in the event you suffer from severe dementia, including Alzheimer’s

Special Needs Planning

• Provide for a loved one with a disability
• Preserve eligibility for governmental benefits for a loved one or yourself, including the use of a special needs trust

Asset Protection Planning

• Discuss options to preserve assets (note: I do not prepare Medicaid Trusts)

LGBTQ Considerations

• Guardianship designations for a non-biological, non-adoptive parent
• HIPAA releases and health care proxies to ensure relationships are respected
• Honoring pronouns and chosen names
• Protection from family schism or estrangement